BerganKDV Wealth Management, LLC

SEC CIK: 0001660203
Latest filing: Jul 24, 2023

SEC filings (opens in a new tab)

GLDM holding history

World Gold Trust in every 13F filed by BerganKDV Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLDM overview All 13F holders of GLDM Full Q2 2023 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of GLDM by BerganKDV Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−22−100.0%	Sold out	Holders
Q1 2022	22	$1.00K	<0.1%	−358−94.2%	ReducedConverted for a 1-for-2 split	Holders
Q4 2021	759	$14.0K	<0.1%	+759	New	Holders