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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

GLDM holding history

World Gold Trust in every 13F filed by IFP Advisors, Inc, 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)
27,158
Value
$2.16M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of GLDM by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,158$2.16M<0.1%+1,255+4.8%AddedHolders
Q1 202625,903$2.40M<0.1%−11,914−31.5%ReducedHolders
Q4 202537,817$3.23M0.1%+3,662+10.7%AddedHolders
Q3 202534,155$2.61M0.1%+3,425+11.1%AddedHolders
Q2 202530,730$2.01M0.1%+5,988+24.2%AddedHolders
Q1 202524,742$1.53M<0.1%+21,250+608.5%AddedHolders
Q4 20243,492$181.5K<0.1%+98+2.9%AddedHolders
Q3 20243,394$176.9K<0.1%−44,381−92.9%ReducedHolders
Q2 202447,775$2.20M0.1%−1,663−3.4%ReducedHolders
Q1 202449,438$2.18M0.1%−22,603−31.4%ReducedHolders
Q4 202372,041$2.95M0.1%−5,450−7.0%ReducedHolders
Q3 202377,491$2.84M0.1%−18,220−19.0%ReducedHolders
Q2 202395,711$3.63M0.2%+75,534+374.4%AddedHolders
Q1 202320,177$765.7K<0.1%+5,447+37.0%AddedHolders
Q4 202214,730$561.0K<0.1%+4,184+39.7%AddedHolders
Q3 202210,546$435.0K<0.1%−4,401−29.4%ReducedHolders
Q2 202214,947$585.0K<0.1%−34,547−69.8%ReducedHolders
Q1 202249,494$1.33M<0.1%+40,137+429.0%AddedConverted for a 1-for-2 splitHolders
Q4 202118,714$342.0K<0.1%+13,202+239.5%AddedHolders
Q3 20215,512$95.0K<0.1%+53+1.0%AddedHolders
Q2 20215,459$97.0K<0.1%−174−3.1%ReducedHolders
Q1 20215,633$94.0K<0.1%––Holders

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