Heritage Family Offices, LLP
Family OfficePosition in GLDM — World Gold Trust
CIK 2019316
SCOTTSDALE, AZ
Position in GLDM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,318,485
+$719,087 QoQ
Shares Held
41,784
+49.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
#274
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,318,485 | 41,784 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,599,398 | 28,044 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $342,248 | 4,009 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||