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Upper Left Wealth Management, LLC

Position in GLDM — World Gold Trust

CIK 1911228 TAMPA, FL

Position in GLDM

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$4,937,938
-$920,070 QoQ
Shares Held
62,175
-1.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
14.72%
of 13F equity value
Holder Rank
#214
of 901 holders
Holding Since
Dec 2021
18 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
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,937,938 62,175
2026-03-31 $5,858,008 63,200
2025-12-31 $6,335,734 74,215
2025-09-30 $6,025,100 78,811
2025-06-30 $5,308,495 81,021
2025-03-31 $5,326,810 86,069
2024-12-31 $4,470,464 85,987
2024-09-30 $4,421,249 84,812
2024-06-30 $3,352,632 72,741
2024-03-31 $3,271,241 74,262
2023-12-31 $2,988,802 73,058
2023-09-30 $2,911,793 79,427
2023-06-30 $2,937,995 77,133
2023-03-31 $3,011,782 77,008
2022-12-31 $2,854,232 78,868
2022-09-30 $2,753,665 83,495
2022-03-31 $3,222,131 83,757
2021-12-31 $3,069,929 168,863