Gradient Capital Advisors, LLC

SEC CIK: 0001727917
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

GLDM holding history

World Gold Trust in every 13F filed by Gradient Capital 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 (Q2 2026): 25,547
Value: $2.03M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of GLDM by Gradient Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,547	$2.03M	0.5%	−336−1.3%	Reduced	Holders
Q1 2026	25,883	$2.40M	0.6%	−1,935−7.0%	Reduced	Holders
Q4 2025	27,818	$2.37M	0.6%	−2,402−7.9%	Reduced	Holders
Q3 2025	30,220	$2.31M	0.6%	+217+0.7%	Added	Holders
Q2 2025	30,003	$1.97M	0.6%	−1,768−5.6%	Reduced	Holders
Q1 2025	31,771	$1.97M	0.6%	+69+0.2%	Added	Holders
Q4 2024	31,702	$1.65M	0.5%	−1,257−3.8%	Reduced	Holders
Q3 2024	32,959	$1.72M	0.6%	−90.0%	Reduced	Holders
Q2 2024	32,968	$1.52M	0.5%	−265−0.8%	Reduced	Holders
Q1 2024	33,233	$1.46M	0.5%	+900+2.8%	Added	Holders
Q4 2023	32,333	$1.32M	0.5%	+1,455+4.7%	Added	Holders
Q3 2023	30,878	$1.13M	0.5%	−1,116−3.5%	Reduced	Holders
Q2 2023	31,994	$1.22M	0.5%	+740+2.4%	Added	Holders
Q1 2023	31,254	$1.22M	0.5%	−762−2.4%	Reduced	Holders
Q4 2022	32,016	$1.16M	0.5%	+276+0.9%	Added	Holders
Q3 2022	31,740	$1.05M	0.5%	+1,909+6.4%	Added	Holders
Q2 2022	29,831	$1.07M	0.5%	+3,629+13.9%	Added	Holders
Q1 2022	26,202	$1.01M	0.4%	+807+3.2%	AddedConverted for a 1-for-2 split	Holders
Q4 2021	50,791	$923.0K	0.4%	+1,261+2.5%	Added	Holders
Q3 2021	49,530	$865.0K	0.4%	+7,845+18.8%	Added	Holders
Q2 2021	41,685	$734.0K	0.3%	+3,674+9.7%	Added	Holders
Q1 2021	38,011	$646.0K	0.3%	–	–	Holders

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