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THEORY FINANCIAL LLC

Position in GLDM — World Gold Trust

CIK 1899158 FORT COLLINS, CO

Position in GLDM

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$672,687
+$32,756 QoQ
Shares Held
8,470
+22.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.52%
of 13F equity value
Holder Rank
#519
of 901 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $672,687 8,470
2026-03-31 $639,931 6,904
2025-12-31 $1,694,850 19,853
2025-09-30 $1,605,297 20,998
2025-06-30 $874,167 13,342
2025-03-31 $1,140,137 18,422
2024-12-31 $490,889 9,442