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Bell Investment Advisors, Inc

Position in GLDM — World Gold Trust

CIK 1890149 ORINDA, CA

Position in GLDM

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$316,488
-$52,881 QoQ
Shares Held
3,985
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#662
of 901 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $316,488 3,985
2026-03-31 $369,369 3,985
2025-12-31 $340,199 3,985
2025-09-30 $304,653 3,985
2025-06-30 $261,097 3,985
2025-03-31 $246,631 3,985
2024-12-31 $207,180 3,985
2024-09-30 $207,738 3,985
2024-06-30 $183,668 3,985
2024-03-31 $175,539 3,985
2023-12-31 $163,026 3,985
2023-09-30 $146,090 3,985
2023-06-30 $29,900 785
2023-03-31 $30,701 785