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Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

GLDM holding history

World Gold Trust in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLDM overviewAll 13F holders of GLDMFull Q2 2026 holdings

Shares (Q2 2026)
28,787
Value
$2.29M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of GLDM by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,787$2.29M0.1%00.0%UnchangedHolders
Q1 202628,787$2.67M0.2%+292+1.0%AddedHolders
Q4 202528,495$2.43M0.2%+235+0.8%AddedHolders
Q3 202528,260$2.16M0.1%+1,330+4.9%AddedHolders
Q2 202526,930$1.76M0.1%00.0%UnchangedHolders
Q1 202526,930$1.67M0.1%−121−0.4%ReducedHolders
Q4 202427,051$1.41M0.1%+1,018+3.9%AddedHolders
Q3 202426,033$1.36M0.1%+14,855+132.9%AddedHolders
Q2 202411,178$515.2K0.1%+1,187+11.9%AddedHolders
Q1 20249,991$440.1K<0.1%+217+2.2%AddedHolders
Q4 20239,774$399.9K<0.1%+5,168+112.2%AddedHolders
Q3 20234,606$168.9K<0.1%00.0%UnchangedHolders
Q2 20234,606$175.4K<0.1%−123−2.6%ReducedHolders
Q1 20234,729$185.0K<0.1%+12+0.3%AddedHolders
Q4 20224,717$170.7K<0.1%+353+8.1%AddedHolders
Q3 20224,364$144.0K<0.1%+374+9.4%AddedHolders
Q2 20223,990$143.0K<0.1%+189+5.0%AddedHolders
Q1 20223,801$146.0K<0.1%00.0%UnchangedConverted for a 1-for-2 splitHolders
Q4 20217,608$138.0K<0.1%00.0%UnchangedHolders
Q3 20217,608$133.0K<0.1%−254−3.2%ReducedHolders
Q2 20217,862$138.0K<0.1%+2,204+39.0%AddedHolders
Q1 20215,658$96.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.