Meredith Wealth Planning

SEC CIK: 0001956471
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

GLDM holding history

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

GLDM overview All 13F holders of GLDM Full Q2 2026 holdings

Shares (Q2 2026): 4,197
Value: $333.3K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of GLDM by Meredith Wealth Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,197	$333.3K	0.1%	00.0%	Unchanged	Holders
Q1 2026	4,197	$389.0K	0.1%	00.0%	Unchanged	Holders
Q4 2025	4,197	$358.3K	0.1%	+152+3.8%	Added	Holders
Q3 2025	4,045	$309.2K	0.1%	+4,045	New	Holders