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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

GLDM holding history

World Gold Trust in every 13F filed by Retirement Group, LLC, 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 Q1 2024 holdings

Shares (Q1 2024)
735
Value
$32.4K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2021
Holdings of GLDM by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024735$32.4K<0.1%00.0%UnchangedHolders
Q4 2023735$30.1K<0.1%00.0%UnchangedHolders
Q3 2023735$26.9K<0.1%+735NewHolders
Q2 20230$00.0%−735−100.0%Sold outHolders
Q1 2023735$29.0K<0.1%+735NewHolders
Q3 20220$00.0%−169−100.0%Sold outHolders
Q2 2022169$6.00K<0.1%00.0%UnchangedHolders
Q1 2022169$7.00K<0.1%00.0%UnchangedConverted for a 1-for-2 splitHolders
Q4 2021339$6.00K<0.1%00.0%UnchangedHolders
Q3 2021339$6.00K<0.1%00.0%UnchangedHolders
Q2 2021339$6.00K<0.1%+339NewHolders