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Financial Life Advisors

SEC CIK
0001730813
Latest filing
Jul 28, 2026

GLDM holding history

World Gold Trust in every 13F filed by Financial Life Advisors, 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)
43,332
Value
$3.44M
% of portfolio
1.0%
Quarters held
6
Since Q1 2025
Holdings of GLDM by Financial Life Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,332$3.44M1.0%−22,528−34.2%ReducedHolders
Q1 202665,860$6.10M1.9%−10,797−14.1%ReducedHolders
Q4 202576,657$6.54M2.0%+363+0.5%AddedHolders
Q3 202576,294$5.83M1.9%+3,513+4.8%AddedHolders
Q2 202572,781$4.77M1.6%+16,497+29.3%AddedHolders
Q1 202556,284$3.48M1.3%+56,284NewHolders