Milestones Private Investment Advisors LLC
Position in GLDM — World Gold Trust
CIK 1726041
FAIRPORT, NY
Position in GLDM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,550,516
-$1,660,636 QoQ
Shares Held
19,523
-43.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
9.93%
of 13F equity value
Holder Rank
#387
of 901 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,550,516 | 19,523 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,211,152 | 34,644 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,142,128 | 36,806 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,764,661 | 36,163 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,216,803 | 33,834 | Shares | Sole | 2025-09-11 | |
| No filing history on record for this holder in this stock. | ||||||