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Independent Advisor Alliance

Position in GLDM — World Gold Trust

CIK 1696899 CHARLOTTE, NC

Position in GLDM

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$6,572,461
+$6,338,677 QoQ
Shares Held
70,908
+2218.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GLDM Over Time

Shares Held

Position Value (USD)

All Filings in GLDM

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,572,461 70,908
2025-09-30 $233,784 3,058
2025-06-30 $200,360 3,058
2024-12-31 $3,680,683 70,796
2024-09-30 $517,703 9,931
2024-06-30 $446,473 9,687
2024-03-31 $459,353 10,428
2023-12-31 $770,866 18,843
2023-09-30 $318,318 8,683
2023-06-30 $314,013 8,244
2023-03-31 $322,422 8,244
2022-12-31 $479,589 13,252
2022-09-30 $407,797 12,365
2022-06-30 $430,560 12,000
2022-03-31 $530,924 13,801
2021-12-31 $322,622 17,746
2021-06-30 $181,471 10,305
2021-03-31 $181,203 10,659