GLDM — WORLD GOLD TR

Ownership history in Lloyd Advisory Services, LLC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Lloyd 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
0.76% (2025 Q4)
Avg. % of fund
0.6%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,040 +724 +3.2% 0.76% $2.0M $85.37
2023 Q3 REDUCED 22,316 -7,438 -25.0% 0.27% $818K $36.66
2022 Q4 REDUCED 29,754 -5,703 -16.1% 0.75% $1.1M $36.19
2022 Q1 INITIATED 35,457 — — 0.64% $1.4M $38.47
% 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%
← Back to Lloyd Advisory Services, LLC. Holdings