GLDM — WORLD GOLD TR

Ownership history in Diversify Advisory Services, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, 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.

Peak position
1.41% (2025 Q4)
Avg. % of fund
0.51%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 490,467 +6,306 +1.3% 1.41% $44.5M $85.37
2025 Q3 ADDED 484,161 +14,409 +3.1% 1.29% $38.4M $76.45
2025 Q2 ADDED 469,752 +459,697 +4571.8% 1.19% $31.1M $65.52
2025 Q1 ADDED 10,055 +235 +2.4% 0.04% $661K $61.89
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GLDM price (monthly, adj. close)

Other funds also holding GLDM

As of 2025 Q4 — sorted by position size

Hollow Brook Wealth Management LLC 3Y 7Y 26.91% AIFG Consultants Ltd. 16.02% MEDICI CAPITAL LLC 3Y 13.96% EVOKE WEALTH, LLC 3Y 11.75% American Investment Services, Inc. 3Y 7Y 10.16% Verde Servicos Internacionais S.A. 3Y 7Y 10.03% Piedmont Capital Management, LLC 3Y 9.94% STAPP WEALTH MANAGEMENT, PLLC 3Y 9.51% NavPoint Financial, Inc. 9.31% CONTINUUM WEALTH ADVISORS, LLC 3Y 9.14%
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