BRANDYWINE OAK PRIVATE WEALTH LLC
Position in GLDM — World Gold Trust
CIK 1764694
Kennett Square, PA
Position in GLDM
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$20,550,577
+$917,441 QoQ
Shares Held
221,713
-3.6% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
8.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,550,577 | 221,713 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $19,633,136 | 229,977 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $19,718,977 | 257,933 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $18,110,579 | 276,413 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,704,996 | 286,072 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,373,914 | 334,178 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $18,364,043 | 352,274 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,102,063 | 371,058 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $21,284,299 | 483,185 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $20,079,773 | 490,828 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $18,920,116 | 516,097 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,088,132 | 527,386 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $20,480,538 | 523,665 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $19,138,719 | 528,840 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $17,967,998 | 544,815 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,034,017 | 530,491 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $21,060,709 | 547,458 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||