TPG Financial Advisors, LLC

SEC CIK: 0001706669
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

GLDM holding history

World Gold Trust in every 13F filed by TPG Financial Advisors, 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 2026 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of GLDM by TPG Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−519,643−100.0%	Sold out	Holders
Q3 2021	519,643	$9.07M	6.0%	+51,266+10.9%	Added	Holders
Q2 2021	468,377	$8.25M	5.8%	−8,834−1.9%	Reduced	Holders
Q1 2021	477,211	$8.11M	5.7%	–	–	Holders

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