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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

GLDM holding history

World Gold Trust in every 13F filed by Creative Planning, 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)
456,002
Value
$36.2M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of GLDM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026456,002$36.2M<0.1%−90,467−16.6%ReducedHolders
Q1 2026546,469$50.7M<0.1%−10,790−1.9%ReducedHolders
Q4 2025557,259$47.6M<0.1%+512,683+1,150.1%AddedHolders
Q3 202544,576$3.41M<0.1%+1,053+2.4%AddedHolders
Q2 202543,523$2.85M<0.1%−46,306−51.5%ReducedHolders
Q1 202589,829$5.56M<0.1%+58,494+186.7%AddedHolders
Q4 202431,335$1.63M<0.1%−9,814−23.8%ReducedHolders
Q3 202441,149$2.15M<0.1%−890−2.1%ReducedHolders
Q2 202442,039$1.94M<0.1%+2,400+6.1%AddedHolders
Q1 202439,639$1.75M<0.1%−2,043−4.9%ReducedHolders
Q4 202341,682$1.71M<0.1%−12,786−23.5%ReducedHolders
Q3 202354,468$2.00M<0.1%+23,481+75.8%AddedHolders
Q2 202330,987$1.18M<0.1%+193+0.6%AddedHolders
Q1 202330,794$1.20M<0.1%+1,662+5.7%AddedHolders
Q4 202229,132$1.05M<0.1%−9,982−25.5%ReducedHolders
Q3 202239,114$1.29M<0.1%−390−1.0%ReducedHolders
Q2 202239,504$1.42M<0.1%−5,983−13.2%ReducedHolders
Q1 202245,487$1.75M<0.1%+45,487NewHolders
Q3 20210$00.0%−147,334−100.0%Sold outHolders
Q2 2021147,334$2.60M<0.1%−15,835−9.7%ReducedHolders
Q1 2021163,169$2.77M<0.1%––Holders

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