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Copia Wealth Management

Position in GLDM — World Gold Trust

CIK 2058771 BEND, OR

Position in GLDM

as of Jun 30, 2026 · filed Aug 18, 2026
Position Value
$1,362,450
-$118,272 QoQ
Shares Held
17,155
+7.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
4.99%
of 13F equity value
Holder Rank
#402
of 901 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,362,450 17,155
2026-03-31 $1,480,722 15,975
2025-12-31 $1,371,127 16,061
2025-09-30 $1,141,169 14,927
2025-06-30 $976,903 14,910
2025-03-31 $1,024,279 16,550
2024-12-31 $856,275 16,470