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Balance Wealth, LLC

Position in GLDM — World Gold Trust

CIK 2065247 DELAWARE, OH

Position in GLDM

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$361,861
+$28,577 QoQ
Shares Held
3,904
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 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
2026-03-31 $361,861 3,904
2025-12-31 $333,284 3,904
2025-09-30 $593,634 7,765