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Beacon Financial Advisory LLC

Position in GLDM — World Gold Trust

CIK 1800502 Cleveland, OH

Position in GLDM

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$369,938
-$46,703 QoQ
Shares Held
4,658
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#636
of 906 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $369,938 4,658
2026-03-31 $416,641 4,495
2025-12-31 $727,523 8,522
2025-09-30 $648,143 8,478
2025-06-30 $389,057 5,938
2025-03-31 $344,851 5,572