GLDM — WORLD GOLD TR

Ownership history in Alliance Wealth Advisors, LLC /UT  ·  12 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported WORLD GOLD TR (GLDM) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.78% in 2024 Q3. The latest visible filing shows GLDM at 1.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC /UT's position in WORLD GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GLDM was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLDM stock page Alliance Wealth Advisors, LLC /UT fund profile Alliance Wealth Advisors, LLC /UT full holdings
How Alliance Wealth Advisors, LLC /UT held GLDM — position size vs. price
% of Fund (quarterly)    GLDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 87,251 -19,835 -18.5% 1.61% $7.4M 2026-02-14 (Est.) $99.61
2025 Q2 ADDED 107,086 +35,463 +49.5% 1.69% $7.0M 2025-08-14 $66.08
2025 Q1 ADDED 71,623 +5,924 +9.0% 1.16% $4.4M 2025-05-13 $64.34
2024 Q4 REDUCED 65,699 -64,407 -49.5% 0.88% $3.4M 2025-01-24 $54.91
2024 Q3 ADDED 130,106 +30,218 +30.3% 1.78% $6.8M 2024-11-08 $53.21
2024 Q2 ADDED 99,888 +41,660 +71.5% 1.35% $4.6M 2024-08-02 $48.32
2024 Q1 ADDED 58,228 +30,043 +106.6% 0.76% $2.6M 2024-05-13 $46.35
2023 Q4 REDUCED 28,185 -16,410 -36.8% 0.39% $1.2M 2024-02-05 $40.16
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GLDM

As of 2026 Q1 — sorted by position size

Verde Servicos Internacionais S.A. 3Y 7Y 16.9% McAlvany Wealth Management LLC 9.56% STAPP WEALTH MANAGEMENT, PLLC 3Y 8.57% Tradewinds Capital Management, LLC 3Y 7Y 7.62% Roan Capital Partners 6.92% SENTINEL PENSION ADVISORS, LLC 3Y 5.51% New Perspectives, Inc 3Y 5.12% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 4.42% Austin Wealth Management, LLC 4.26% Chatterton & Associates Inc. 3.85%

FAQ About Alliance Wealth Advisors, LLC /UT and GLDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alliance Wealth Advisors, LLC /UT reported owning GLDM?

Alliance Wealth Advisors, LLC /UT reported GLDM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GLDM position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for GLDM was 1.78% in 2024 Q3.

What is the latest reported GLDM position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC /UT reported 87,251 shares, equal to 1.61% of portfolio, with an estimated market value of $7.4M.

What does the chart on this GLDM ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT's quarterly GLDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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