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.
| 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 |
| 2024 Q4 | REDUCED | 9,820 | -6,848 | -41.1% | 0.03% | $527K | $51.99 |
| 2024 Q3 | REDUCED | 16,668 | -598 | -3.5% | 0.05% | $908K | $52.13 |
| 2024 Q2 | ADDED | 17,266 | +3,415 | +24.7% | 0.04% | $809K | $46.09 |
| 2024 Q1 | INITIATED | 13,851 | — | — | 0.04% | $617K | — |
As of 2025 Q4 — sorted by position size