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OakTrust Wealth Advisors, LLC

Position in GLDM — World Gold Trust

CIK 2113908 WILTON, CT

Position in GLDM

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$4,475,793
-$702,055 QoQ
Shares Held
56,356
+0.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
15.93%
of 13F equity value
Holder Rank
#227
of 901 holders
Holding Since
Dec 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
2026-06-30 $4,475,793 56,356
2026-03-31 $5,177,848 55,862
2025-12-31 $5,388,895 63,124