Petix & Botte Co

Position in GLDM — World Gold Trust

CIK 1803255 LA MESA, CA

Position in GLDM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,595,706

-$300,174 QoQ

Shares Held

20,092

-1.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#384

of 901 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,595,706	20,092	+96.5%	Shares	Sole	2026-08-04
2026-03-31	$947,940	10,227	-47.6%	Shares	Sole	2026-04-30
2026-03-31	$947,940	10,227	—	Principal	Sole	2026-04-30
2025-12-31	$1,664,715	19,500	+2.4%	Shares	Sole	2026-02-05
2025-09-30	$1,455,913	19,044	-3.0%	Shares	Sole	2025-11-21
2025-06-30	$1,285,764	19,624	-3.8%	Shares	Sole	2025-08-08
2025-03-31	$1,262,308	20,396	0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,060,388	20,396	-48.5%	Shares	Sole	2025-01-21
2024-09-30	$2,066,016	39,632	+1.0%	Shares	Sole	2024-10-18
2024-06-30	$1,808,018	39,228	+102.7%	Shares	Sole	2024-08-13
2024-03-31	$852,587	19,355	-50.0%	Shares	Sole	2024-05-06
2023-12-31	$1,583,626	38,710	0.0%	Shares	Sole	2024-02-06
2023-09-30	$1,419,108	38,710	0.0%	Shares	Sole	2023-11-15
2023-06-30	$1,474,463	38,710	+100.0%	Shares	Sole	2023-08-14
2023-03-31	$756,974	19,355	0.0%	Shares	Sole	2023-05-15
2022-09-30	$638,327	19,355	+3.0%	Shares	Sole	2022-10-14
2022-06-30	$674,005	18,785	-49.6%	Shares	Sole	2022-08-04
2021-12-31	$678,077	37,298	+38.6%	Shares	Sole	2022-02-11
2021-06-30	$474,008	26,917	+1.5%	Shares	Sole	2021-07-29
2020-12-31	$502,137	26,512	-50.0%	Shares	Sole	2021-01-29
2020-06-30	$941,706	53,024	+104.5%	Shares	Sole	2020-08-07
2020-03-31	$407,651	25,932	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.