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Forbes Financial Planning, Inc.

Position in GLDM — World Gold Trust

CIK 1911316 EAST GREENWICH, RI

Position in GLDM

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$4,249,764
-$731,952 QoQ
Shares Held
53,510
-0.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
27.16%
of 13F equity value
Holder Rank
#235
of 901 holders
Holding Since
Dec 2021
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,249,764 53,510
2026-03-31 $4,981,716 53,746
2025-12-31 $4,300,855 50,379
2023-06-30 $2,539,003 66,658
2023-03-31 $2,557,129 65,383
2021-12-31 $2,111,770 116,159