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LWM Advisory Services, LLC

Position in GLDM — World Gold Trust

CIK 1697716 PLANTATION, FL

Position in GLDM

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$410,283
-$3,806,463 QoQ
Shares Held
5,166
-88.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#613
of 901 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $410,283 5,166
2026-03-31 $4,216,746 45,493
2025-12-31 $13,452,689 157,581
2025-09-30 $12,346,292 161,495
2025-06-30 $16,984,749 259,230
2025-03-31 $10,008,479 161,714
2024-12-31 $7,128,140 137,106
2024-09-30 $1,113,027 21,351