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INDEPENDENT FINANCIAL GROUP, LLC

Position in GLDM — World Gold Trust

CIK 275484 SAN DIEGO, CA

Position in GLDM

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$2,201,919
-$543,921 QoQ
Shares Held
27,725
-13.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#320
of 901 holders
Holding Since
Dec 2024
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,201,919 27,725
2025-12-31 $2,745,840 32,164
2025-09-30 $2,386,769 31,220
2025-06-30 $1,613,954 24,633
2025-03-31 $854,577 13,808
2024-12-31 $400,271 7,699