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Vertex Planning Partners, LLC

Position in GLDM — World Gold Trust

CIK 1942341 DOWNERS GROVE, IL

Position in GLDM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,306,912
+$229,544 QoQ
Shares Held
29,047
+29.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#316
of 901 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,306,912 29,047
2026-03-31 $2,077,368 22,412
2025-12-31 $3,765,158 44,104
2025-09-30 $3,374,350 44,138
2025-06-30 $1,530,612 23,361
2025-03-31 $1,907,449 30,820
2024-12-31 $801,737 15,421