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Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

GLDM holding history

World Gold Trust in every 13F filed by Gradient Investments 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)
1,517,719
Value
$120.5M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of GLDM by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,517,719$120.5M1.7%−110,542−6.8%ReducedHolders
Q1 20261,628,261$150.9M2.3%+526,647+47.8%AddedHolders
Q4 20251,101,614$94.0M1.5%+108,775+11.0%AddedHolders
Q3 2025992,839$75.9M1.3%+70,188+7.6%AddedHolders
Q2 2025922,651$60.5M1.1%+16,348+1.8%AddedHolders
Q1 2025906,303$56.1M1.1%−12,615−1.4%ReducedHolders
Q4 2024918,918$47.8M1.0%+18,335+2.0%AddedHolders
Q3 2024900,583$46.9M1.0%−3,737−0.4%ReducedHolders
Q2 2024904,320$41.7M0.9%−433,231−32.4%ReducedHolders
Q1 20241,337,551$58.9M1.4%−52,057−3.7%ReducedHolders
Q4 20231,389,608$56.8M1.4%+891,187+178.8%AddedHolders
Q3 2023498,421$18.3M0.5%−27,715−5.3%ReducedHolders
Q2 2023526,136$20.0M0.5%−1,184,486−69.2%ReducedHolders
Q1 20231,710,622$66.9M1.8%−65,709−3.7%ReducedHolders
Q4 20221,776,331$64.3M2.0%−6,768−0.4%ReducedHolders
Q3 20221,783,099$58.8M1.8%−32,110−1.8%ReducedHolders
Q2 20221,815,209$65.1M1.9%+90,727+5.3%AddedHolders
Q1 20221,724,482$66.3M1.7%+100,855+6.2%AddedConverted for a 1-for-2 splitHolders
Q4 20213,247,254$59.0M1.5%+264,337+8.9%AddedHolders
Q3 20212,982,917$52.1M1.5%+227,148+8.2%AddedHolders
Q2 20212,755,769$48.5M1.4%+181,785+7.1%AddedHolders
Q1 20212,573,984$43.8M1.4%––Holders

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