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Estate Planners Group, LLC

SEC CIK
0002118977
Latest filing
Aug 13, 2026

GLDM holding history

World Gold Trust in every 13F filed by Estate Planners Group, 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)
6,291
Value
$499.7K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of GLDM by Estate Planners Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,291$499.7K0.2%+2,675+74.0%AddedHolders
Q1 20263,616$335.2K0.2%+355+10.9%AddedHolders
Q4 20253,261$278.4K0.1%–No prior filingHolders