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Invera Wealth Advisors, LLC

Position in GLDM — World Gold Trust

CIK 1976780 BEND, OR

Position in GLDM

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$304,972
-$26,209 QoQ
Shares Held
3,840
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#670
of 901 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $304,972 3,840
2026-03-31 $331,181 3,573
2025-12-31 $261,317 3,061