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Oregon Pacific Wealth Management, LLC

Position in GLDM — World Gold Trust

CIK 2043757 Medford, OR

Position in GLDM

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$246,740
-$75,617 QoQ
Shares Held
2,662
-29.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 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
2026-03-31 $246,740 2,662
2025-12-31 $322,357 3,776
2025-09-30 $469,785 6,145
2025-06-30 $240,458 3,670
2025-03-31 $226,455 3,659