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Root Financial Partners, LLC

Position in GLDM — World Gold Trust

CIK 1977181 ENCINITAS, CA

Position in GLDM

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$84,996
+$54,007 QoQ
Shares Held
917
+152.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $84,996 917
2025-12-31 $30,989 363
2025-09-30 $4,281 56