BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

GLDM holding history

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

GLDM overview All 13F holders of GLDM Full Q2 2026 holdings

Shares (Q2 2026): 68,674
Value: $5.45M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of GLDM by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	68,674	$5.45M	0.1%	+238+0.3%	Added	Holders
Q1 2026	68,436	$6.34M	0.1%	−158−0.2%	Reduced	Holders
Q4 2025	68,594	$5.86M	0.1%	−257−0.4%	Reduced	Holders
Q3 2025	68,851	$5.26M	0.1%	−1,280−1.8%	Reduced	Holders
Q2 2025	70,131	$4.59M	0.1%	+2,863+4.3%	Added	Holders
Q1 2025	67,268	$4.16M	0.1%	−1,289−1.9%	Reduced	Holders
Q4 2024	68,557	$3.56M	0.1%	−305−0.4%	Reduced	Holders
Q3 2024	68,862	$3.59M	0.1%	+467+0.7%	Added	Holders
Q2 2024	68,395	$3.15M	0.1%	+716+1.1%	Added	Holders
Q1 2024	67,679	$2.98M	0.1%	+3,181+4.9%	Added	Holders
Q4 2023	64,498	$2.64M	0.1%	−14,691−18.6%	Reduced	Holders
Q3 2023	79,189	$2.90M	0.1%	+116+0.1%	Added	Holders
Q2 2023	79,073	$3.01M	0.1%	−802−1.0%	Reduced	Holders
Q1 2023	79,875	$3.12M	0.1%	+197+0.2%	Added	Holders
Q4 2022	79,678	$2.88M	0.1%	−2,731−3.3%	Reduced	Holders
Q3 2022	82,409	$2.72M	0.1%	−2,805−3.3%	Reduced	Holders
Q2 2022	85,214	$3.06M	0.1%	+4,972+6.2%	Added	Holders
Q1 2022	80,242	$3.09M	0.1%	−3,917−4.7%	ReducedConverted for a 1-for-2 split	Holders
Q4 2021	168,317	$3.06M	0.1%	−4,466−2.6%	Reduced	Holders
Q3 2021	172,783	$3.02M	0.1%	−9,250−5.1%	Reduced	Holders
Q2 2021	182,033	$3.21M	0.1%	−10,872−5.6%	Reduced	Holders
Q1 2021	192,905	$3.28M	0.2%	–	–	Holders

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