Marshall & Sterling Wealth Advisors Inc.
Position in GLDM — World Gold Trust
CIK 2056315
POUGHKEEPSIE, NY
Position in GLDM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$547,600
-$117,265 QoQ
Shares Held
6,895
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#558
of 906 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,600 | 6,895 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $664,865 | 7,173 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,005,914 | 11,783 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,020,312 | 13,347 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $914,326 | 13,956 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $699,249 | 11,299 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $555,305 | 10,681 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||