Global Retirement Partners, LLC
PensionPosition in GLDM — World Gold Trust
CIK 1749744
San Rafael, CA
Position in GLDM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,184,378
+$1,559,731 QoQ
Shares Held
65,278
+37.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#209
of 901 holders
Holding Since
Jun 2020
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,184,378 | 65,278 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $3,624,647 | 47,412 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,714,821 | 41,435 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,497,211 | 67,267 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,859,861 | 74,043 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $289,721 | 6,286 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $55,106 | 1,251 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $794,226 | 19,414 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $28,888 | 788 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $44,260 | 1,162 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $45,445 | 1,162 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $26,382 | 729 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $24,042 | 729 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $26,156 | 729 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $28,044 | 729 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $90,285 | 5,171 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $87,504 | 4,969 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $90,236 | 5,308 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $153,717 | 8,116 | Shares | Sole | 2021-01-13 | |
| 2020-06-30 | $455,916 | 25,671 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||