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Valeo Financial Advisors, LLC

Position in GLDM — World Gold Trust

CIK 1722641 CARMEL, IN

Position in GLDM

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$424,738
-$115,366 QoQ
Shares Held
5,348
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#606
of 901 holders
Holding Since
Jun 2020
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $424,738 5,348
2026-03-31 $540,104 5,827
2025-12-31 $446,314 5,228
2025-09-30 $308,399 4,034
2025-03-31 $249,664 4,034
2020-06-30 $86,704 4,882