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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

GLDM holding history

World Gold Trust in every 13F filed by Boston Private Wealth 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)
4,010
Value
$318.5K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2021
Holdings of GLDM by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,010$318.5K<0.1%00.0%UnchangedHolders
Q1 20264,010$371.7K<0.1%+4,010NewHolders
Q3 20220$00.0%−5,643−100.0%Sold outHolders
Q2 20225,643$202.0K<0.1%+5,643NewHolders
Q1 20220$00.0%−2,998−100.0%Sold outConverted for a 1-for-2 splitHolders
Q4 20215,995$108.0K<0.1%00.0%UnchangedHolders
Q3 20215,995$104.0K<0.1%00.0%UnchangedHolders
Q2 20215,995$105.0K<0.1%00.0%UnchangedHolders
Q1 20215,995$101.0K<0.1%––Holders

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