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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

GLDM holding history

World Gold Trust in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLDM overviewAll 13F holders of GLDMFull Q2 2026 holdings

Shares (Q2 2026)
438,275
Value
$34.8M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of GLDM by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026438,275$34.8M0.5%+43,406+11.0%AddedHolders
Q1 2026394,869$36.6M0.6%+40,971+11.6%AddedHolders
Q4 2025353,898$30.2M0.4%+102,141+40.6%AddedHolders
Q3 2025251,757$19.2M0.3%+143,322+132.2%AddedHolders
Q2 2025108,435$7.10M0.1%+47,225+77.2%AddedHolders
Q1 202561,210$3.79M0.1%−21,725−26.2%ReducedHolders
Q4 202482,935$4.31M0.1%+6,300+8.2%AddedHolders
Q3 202476,635$3.99M0.1%+2,000+2.7%AddedHolders
Q2 202474,635$3.44M0.1%+2,593+3.6%AddedHolders
Q1 202472,042$3.17M<0.1%−599−0.8%ReducedHolders
Q4 202372,641$2.97M<0.1%+2,774+4.0%AddedHolders
Q3 202369,867$2.56M<0.1%+2,991+4.5%AddedHolders
Q2 202366,876$2.55M<0.1%+2,813+4.4%AddedHolders
Q1 202364,063$2.51M<0.1%−10,550−14.1%ReducedHolders
Q4 202274,613$2.70M0.1%−1,218−1.6%ReducedHolders
Q3 202275,831$2.50M0.1%+3,401+4.7%AddedHolders
Q2 202272,430$2.60M0.1%+3,336+4.8%AddedHolders
Q1 202269,094$2.66M<0.1%+35,944+108.4%AddedConverted for a 1-for-2 splitHolders
Q4 202166,301$1.21M<0.1%+5,500+9.0%AddedHolders
Q3 202160,801$1.06M<0.1%+1,400+2.4%AddedHolders
Q2 202159,401$1.05M<0.1%+23,211+64.1%AddedHolders
Q1 202136,190$615.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.