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HCR Wealth Advisors

Position in GLDM — World Gold Trust

CIK 1697715 LOS ANGELES, CA

Position in GLDM

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$235,400
-$39,333 QoQ
Shares Held
2,964
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#722
of 901 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GLDM Over Time

Shares Held

Position Value (USD)

All Filings in GLDM

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $235,400 2,964
2026-03-31 $274,733 2,964
2025-12-31 $253,036 2,964
2025-09-30 $226,597 2,964