Pacific Excel Wealth Advisors, Inc.
Position in GLDM — World Gold Trust
CIK 2110884
WALNUT CREEK, CA
Position in GLDM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$3,318,485
New position
Shares Held
41,784
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#277
of 906 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in GLDM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,318,485 | 41,784 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||