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Concurrent Investment Advisors, LLC

Position in GLDM — World Gold Trust

CIK 2001015 Tampa, FL

Position in GLDM

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$892,044
-$6,293,191 QoQ
Shares Held
11,232
-85.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#474
of 901 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $892,044 11,232
2026-03-31 $7,185,235 77,519
2025-12-31 $687,313 8,051
2025-09-30 $509,233 6,661
2025-06-30 $354,332 5,408