Skip to main content

Sovereign Financial Group, Inc.

Position in GLDM — World Gold Trust

CIK 1846175 STAMFORD, CT

Position in GLDM

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$1,096,631
-$15,463 QoQ
Shares Held
13,808
+15.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#443
of 901 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GLDM Over Time

Shares Held

Position Value (USD)

All Filings in GLDM

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,096,631 13,808
2026-03-31 $1,112,094 11,998
2025-12-31 $1,021,878 11,970
2025-09-30 $979,936 12,818
2025-06-30 $626,960 9,569
2025-03-31 $642,789 10,386
2024-12-31 $524,059 10,080
2024-09-30 $498,050 9,554