Gradient Capital Advisors, LLC

Position in GLDM — World Gold Trust

CIK 1727917 SAN DIEGO, CA

Position in GLDM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,028,942

-$370,153 QoQ

Shares Held

25,547

-1.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#335

of 901 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,028,942	25,547	-1.3%	Shares	Sole	2026-07-13
2026-03-31	$2,399,095	25,883	-7.0%	Shares	Sole	2026-04-16
2025-12-31	$2,374,822	27,818	-7.9%	Shares	Sole	2026-02-06
2025-09-30	$2,310,319	30,220	+0.7%	Shares	Sole	2025-10-27
2025-06-30	$1,965,796	30,003	-5.6%	Shares	Sole	2025-07-16
2025-03-31	$1,966,307	31,771	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$1,648,186	31,702	-3.8%	Shares	Sole	2025-01-29
2024-09-30	$1,718,152	32,959	-0.0%	Shares	Sole	2024-10-16
2024-06-30	$1,519,495	32,968	-0.8%	Shares	Sole	2024-07-22
2024-03-31	$1,463,913	33,233	+2.8%	Shares	Sole	2024-04-17
2023-12-31	$1,322,743	32,333	+4.7%	Shares	Sole	2024-02-01
2023-09-30	$1,131,987	30,878	-3.5%	Shares	Sole	2023-10-25
2023-06-30	$1,218,651	31,994	+2.4%	Shares	Sole	2023-07-19
2023-03-31	$1,222,343	31,254	-2.4%	Shares	Sole	2023-04-18
2022-12-31	$1,158,659	32,016	+0.9%	Shares	Sole	2023-02-06
2022-09-30	$1,046,785	31,740	+6.4%	Shares	Sole	2022-11-07
2022-06-30	$1,070,336	29,831	+13.9%	Shares	Sole	2022-07-18
2022-03-31	$1,007,990	26,202	-48.4%	Shares	Sole	2022-04-29
2021-12-31	$923,380	50,791	+2.5%	Shares	Sole	2022-01-31
2021-09-30	$864,793	49,530	+18.8%	Shares	Sole	2021-11-02
2021-06-30	$734,072	41,685	+9.7%	Shares	Sole	2021-08-02
2021-03-31	$646,187	38,011	+21.0%	Shares	Sole	2021-04-21
2020-12-31	$594,848	31,407	+28.1%	Shares	Sole	2021-01-20
2020-06-30	$435,457	24,519	+24.6%	Shares	Sole	2020-07-28
2020-03-31	$309,401	19,682	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.