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Penobscot Wealth Management

SEC CIK
0001875768
Latest filing
Jul 16, 2026

GLDM holding history

World Gold Trust in every 13F filed by Penobscot Wealth Management, 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)
75,295
Value
$5.98M
% of portfolio
1.6%
Quarters held
6
Since Q1 2025
Holdings of GLDM by Penobscot Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202675,295$5.98M1.6%+12,570+20.0%AddedHolders
Q1 202662,725$5.81M1.7%+8,087+14.8%AddedHolders
Q4 202554,638$4.66M1.4%−3,129−5.4%ReducedHolders
Q3 202557,767$4.42M1.4%+3,818+7.1%AddedHolders
Q2 202553,949$3.53M1.3%+347+0.6%AddedHolders
Q1 202553,602$3.32M1.4%+53,602NewHolders