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Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

GLDM holding history

World Gold Trust in every 13F filed by Burt Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of GLDM by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−538,098−100.0%Sold outHolders
Q2 2025538,098$35.3M8.1%−5,627−1.0%ReducedHolders
Q1 2025543,725$33.7M8.4%−5,467−1.0%ReducedHolders
Q4 2024549,192$28.6M7.2%−5,303−1.0%ReducedHolders
Q3 2024554,495$28.9M7.1%−2,265−0.4%ReducedHolders
Q2 2024556,760$25.7M6.8%−39,504−6.6%ReducedHolders
Q1 2024596,264$26.3M6.7%+37,391+6.7%AddedHolders
Q4 2023558,873$22.9M6.5%−7,348−1.3%ReducedHolders
Q3 2023566,221$20.8M6.4%−4,714−0.8%ReducedHolders
Q2 2023570,935$21.7M6.6%−570−0.1%ReducedHolders
Q1 2023571,505$22.4M6.9%+819+0.1%AddedHolders
Q4 2022570,686$20.7M6.9%+570,686NewHolders
Q3 20220$00.0%−595,505−100.0%Sold outHolders
Q2 2022595,505$21.4M7.4%−6,450−1.1%ReducedHolders
Q1 2022601,955$23.2M6.9%+601,955NewHolders
Q4 20210$00.0%−1,085,325−100.0%Sold outHolders
Q3 20211,085,325$18.9M6.0%−82,596−7.1%ReducedHolders
Q2 20211,167,921$20.6M7.4%+4,075+0.4%AddedHolders
Q1 20211,163,846$19.8M7.3%––Holders

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