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Integrated Wealth Concepts LLC

Position in GLDM — World Gold Trust

CIK 1737109 WALTHAM, MA

Position in GLDM

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,316,760
+$1,034,672 QoQ
Shares Held
29,171
+110.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#313
of 901 holders
Holding Since
Mar 2021
17 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
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,316,760 29,171
2026-03-31 $1,282,088 13,832
2025-12-31 $1,353,285 15,852
2025-09-30 $1,096,216 14,339
2025-06-30 $736,444 11,240
2025-03-31 $317,371 5,128
2024-12-31 $261,873 5,037
2024-09-30 $276,810 5,310
2024-06-30 $206,391 4,478
2024-03-31 $210,999 4,790
2023-12-31 $227,745 5,567
2023-09-30 $223,845 6,106
2023-06-30 $209,037 5,488
2021-12-31 $425,193 23,388
2021-09-30 $383,334 21,955
2021-06-30 $1,902,232 108,020
2021-03-31 $239,649 14,097