Skip to main content

United Financial Planning Group LLC

Position in GLDM — World Gold Trust

CIK 2088337 HAUPPAUGE, NY

Position in GLDM

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$19,537
-$1,410 QoQ
Shares Held
246
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#829
of 901 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,537 246
2026-03-31 $20,947 226