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Evercore Wealth Management, LLC: GLDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on GLDM, newest first. How the timeline and the estimate are built.

Evercore Wealth Management, LLC held 438,275 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 438,275 shares
    Change vs previous 13F +43,406 shares

    0.49% of the 13F portfolio, value $34,807,801.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 394,869 shares
    Change vs previous 13F +40,971 shares

    0.58% of the 13F portfolio, value $36,600,408.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 353,898 shares
    Change vs previous 13F +102,141 shares

    0.44% of the 13F portfolio, value $30,212,272.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 251,757 shares
    Change vs previous 13F +143,322 shares

    0.28% of the 13F portfolio, value $19,246,822.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 108,435 shares
    Change vs previous 13F +47,225 shares

    0.11% of the 13F portfolio, value $7,104,662.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,210 shares
    Change vs previous 13F -21,725 shares

    0.06% of the 13F portfolio, value $3,788,287.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 82,935 shares
    Change vs previous 13F +6,300 shares

    0.06% of the 13F portfolio, value $4,311,790.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,635 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,994,982.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).