BRANDYWINE OAK PRIVATE WEALTH LLC
Position in GLDM — World Gold Trust
CIK 1764694
Kennett Square, PA
Position in GLDM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$18,938,254
-$1,612,323 QoQ
Shares Held
238,457
+7.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
7.12%
of 13F equity value
Holder Rank
#92
of 901 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,938,254 | 238,457 | Shares | Sole | 2026-07-16 | |
| 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 | |
| 2021-12-31 | $22,949,977 | 1,262,375 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $28,218,974 | 1,616,207 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $27,852,011 | 1,581,602 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $22,078,019 | 1,298,707 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $24,214,884 | 1,278,505 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||