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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

GLDM holding history

World Gold Trust in every 13F filed by Avidian Wealth Solutions, LLC, 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)
5,563
Value
$441.8K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of GLDM by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,563$441.8K<0.1%+617+12.5%AddedHolders
Q1 20264,946$458.4K<0.1%−6,865−58.1%ReducedHolders
Q4 202511,811$1.01M<0.1%−2,490−17.4%ReducedHolders
Q3 202514,301$1.09M<0.1%+5,806+68.3%AddedHolders
Q2 20258,495$556.6K<0.1%−2,691−24.1%ReducedHolders
Q1 202511,186$692.3K<0.1%+5,684+103.3%AddedHolders
Q4 20245,502$286.0K<0.1%+5,502NewHolders