Evernest Financial Advisors, LLC GLDM — WORLD GOLD TR

Ownership history in Evernest Financial Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Evernest Financial Advisors, LLC reported WORLD GOLD TR (GLDM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.42% in 2025 Q2. The latest visible filing shows GLDM at 6.73% 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.

What this GLDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evernest Financial Advisors, LLC'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 6.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.42% in 2025 Q2

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 Evernest Financial Advisors, LLC fund profile Evernest Financial Advisors, LLC full holdings
How Evernest Financial Advisors, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11.0% +8.6% ❌ 319,431 -39,284 -11.0% 6.73% $32.1M 2026-02-14 (Est.) $99.61
2025 Q3 REDUCED 9.6% +12.2% ❌ 358,715 -38,227 -9.6% 7.68% $27.4M 2025-11-12 $83.05
2025 Q2 ADDED — — — 396,942 +25,575 +6.9% 8.42% $26.0M 2025-07-28 $65.69
2025 Q1 ADDED — — — 371,367 +27,975 +8.1% 8.25% $23.0M 2025-05-12 $64.07
2024 Q4 ADDED — — — 343,392 +45,703 +15.4% 4.63% $17.9M 2025-01-23 $54.55
2024 Q3 ADDED — — — 297,689 +24,165 +8.8% 4.18% $15.5M 2024-10-21 $53.90
2024 Q2 ADDED — — — 273,524 +3,779 +1.4% 5.65% $12.6M 2024-08-07 $47.29
2024 Q1 REDUCED — — — 269,745 -4,274 -1.6% 6.04% $12.8M 2024-05-10 $46.86
2023 Q4 INITIATED — — — 274,019 — — 5.70% $11.0M 2024-02-13 $39.51

🏢 Other funds also holding GLDM

As of 2026 Q1 — sorted by position size

Argos Wealth Advisors, LLC 20.78% Verde Servicos Internacionais S.A. 3Y 7Y 16.9% NavPoint Financial, Inc. 9.64% McAlvany Wealth Management LLC 9.56% STAPP WEALTH MANAGEMENT, PLLC 3Y 8.57% Tradewinds Capital Management, LLC 3Y 7Y 7.62% LAM GROUP, INC. 3Y 7.1% Roan Capital Partners 6.92% PEAK FINANCIAL ADVISORS LLC 3Y 6.79% SBI Okasan Asset Management Co.Ltd. 6.77%

FAQ About Evernest Financial Advisors, LLC and GLDM

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

How long has Evernest Financial Advisors, LLC reported owning GLDM?

Evernest Financial Advisors, LLC reported GLDM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GLDM position in Evernest Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for GLDM was 8.42% in 2025 Q2.

What is the latest reported GLDM position on this page?

The most recent filing on this page is 2025 Q4, when Evernest Financial Advisors, LLC reported 319,431 shares, equal to 6.73% of portfolio, with an estimated market value of $32.1M.

What does the chart on this GLDM ownership page compare?

The chart compares Evernest Financial Advisors, LLC'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.

How well did Evernest Financial Advisors, LLC time their GLDM position?

Based on 13F filing dates vs. subsequent GLDM price moves, Evernest Financial Advisors, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on GLDM relative to SPY over the holding period was +33.5%.

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