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Modern Wealth Management, LLC

Position in GLDM — World Gold Trust

CIK 2001900 KANSAS CITY, MO

Position in GLDM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,214,580
-$6,197,472 QoQ
Shares Held
53,067
-52.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#237
of 901 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in GLDM Over Time

Shares Held

Position Value (USD)

All Filings in GLDM

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,214,580 53,067
2026-03-31 $10,412,052 112,332
2025-12-31 $330,039 3,866
2025-09-30 $564,123 7,379