Skip to main content

RM Financial Services, LLC

SEC CIK
0002109852
Latest filing
Aug 4, 2026

GLDM holding history

World Gold Trust in every 13F filed by RM Financial Services, 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)
115,788
Value
$9.20M
% of portfolio
6.8%
Quarters held
3
Since Q4 2025
Holdings of GLDM by RM Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026115,788$9.20M6.8%+507+0.4%AddedHolders
Q1 2026115,281$10.7M9.2%+3,112+2.8%AddedHolders
Q4 2025112,169$9.58M8.5%–No prior filingHolders