Birch Capital Management, LLC

Position in GLDM — World Gold Trust

CIK 1799859 DALLAS, TX

Position in GLDM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$212,686

-$41,284 QoQ

Shares Held

2,678

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#744

of 901 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,686	2,678	-2.3%	Shares	Sole	2026-07-27
2026-03-31	$253,970	2,740	0.0%	Shares	Sole	2026-04-15
2025-12-31	$233,913	2,740	0.0%	Shares	Sole	2026-02-03
2025-09-30	$209,473	2,740	0.0%	Shares	Sole	2025-10-27
2025-06-30	$179,524	2,740	0.0%	Shares	Sole	2025-07-24
2025-03-31	$169,578	2,740	-54.4%	Shares	Sole	2025-04-16
2024-12-31	$312,563	6,012	-0.0%	Shares	Sole	2025-01-07
2024-09-30	$313,457	6,013	0.0%	Shares	Sole	2024-10-15
2024-06-30	$277,139	6,013	0.0%	Shares	Sole	2024-07-08
2024-03-31	$264,872	6,013	+70.2%	Shares	Sole	2024-04-11
2023-12-31	$144,535	3,533	+71.4%	Shares	Sole	2024-01-24
2023-09-30	$75,556	2,061	0.0%	Shares	Sole	2023-10-12
2023-06-30	$78,503	2,061	0.0%	Shares	Sole	2023-07-12
2023-03-31	$80,605	2,061	0.0%	Shares	Sole	2023-04-10
2022-12-31	$74,587	2,061	0.0%	Shares	Sole	2023-02-06
2022-09-30	$67,971	2,061	0.0%	Shares	Sole	2023-03-30
2022-06-30	$73,948	2,061	0.0%	Shares	Sole	2023-03-30
2022-03-31	$79,286	2,061	-50.0%	Shares	Sole	2022-04-05
2021-12-31	$74,956	4,123	+692.9%	Shares	Sole	2022-01-06
2021-09-30	$9,079	520	0.0%	Shares	Sole	2021-10-05
2021-06-30	$9,157	520	0.0%	Shares	Sole	2021-07-28
2021-03-31	$8,840	520	0.0%	Shares	Sole	2021-04-05
2020-12-31	$9,848	520	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.