Ownership history in Avid Wealth Partners LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Avid Wealth Partners LLC reported a position in WORLD GOLD TR (GLDM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 156,156 | -9,722 | -5.9% | 6.51% | $13.3M | $85.37 |
| 2025 Q3 | ADDED | 165,878 | +9,357 | +6.0% | 6.30% | $12.7M | $76.45 |
| 2025 Q2 | ADDED | 156,521 | +500 | +0.3% | 5.87% | $10.3M | $65.52 |
| 2025 Q1 | ADDED | 156,021 | +49 | +0.0% | 6.55% | $9.7M | $61.89 |
| 2024 Q4 | REDUCED | 155,972 | -9,159 | -5.5% | 5.76% | $8.1M | $51.99 |
| 2024 Q3 | ADDED | 165,131 | +5,583 | +3.5% | 6.09% | $8.6M | $52.13 |
| 2024 Q2 | REDUCED | 159,548 | -10,136 | -6.0% | 5.71% | $7.4M | $46.09 |
| 2024 Q1 | ADDED | 169,684 | +5,923 | +3.6% | 6.00% | $7.5M | $44.05 |
| 2023 Q4 | INITIATED | 163,761 | — | — | 6.64% | $6.7M | — |
As of 2025 Q4 — sorted by position size