Ownership history in Burt Wealth Advisors · 22 quarters on record
This page tracks every 13F SEC filing in which Burt Wealth Advisors 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 Q2 | REDUCED | 538,098 | -5,627 | -1.0% | 8.06% | $35.3M | $65.52 |
| 2025 Q1 | REDUCED | 543,725 | -5,467 | -1.0% | 8.43% | $33.7M | $61.89 |
| 2024 Q4 | REDUCED | 549,192 | -5,303 | -1.0% | 7.25% | $28.6M | $51.99 |
| 2024 Q3 | REDUCED | 554,495 | -2,265 | -0.4% | 7.11% | $28.9M | $52.13 |
| 2024 Q2 | REDUCED | 556,760 | -39,504 | -6.6% | 6.76% | $25.7M | $46.09 |
| 2024 Q1 | ADDED | 596,264 | +37,391 | +6.7% | 6.66% | $26.3M | $44.05 |
| 2023 Q4 | REDUCED | 558,873 | -7,348 | -1.3% | 6.53% | $22.9M | $40.91 |
| 2023 Q3 | REDUCED | 566,221 | -4,714 | -0.8% | 6.38% | $20.8M | $36.66 |
| 2023 Q2 | REDUCED | 570,935 | -570 | -0.1% | 6.55% | $21.7M | $38.09 |
| 2023 Q1 | ADDED | 571,505 | +819 | +0.1% | 6.95% | $22.4M | $39.11 |
As of 2025 Q4 — sorted by position size