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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

GLDM holding history

World Gold Trust in every 13F filed by Beacon Pointe Advisors, 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 Q2 2026 holdings

Shares (Q2 2026)
30,199
Value
$2.40M
% of portfolio
<0.1%
Quarters held
18
Since Q3 2021
Holdings of GLDM by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,199$2.40M<0.1%+2,312+8.3%AddedHolders
Q1 202627,887$2.58M<0.1%−13,911−33.3%ReducedHolders
Q4 202541,798$3.57M<0.1%−23,835−36.3%ReducedHolders
Q3 202565,633$5.02M<0.1%+32,228+96.5%AddedHolders
Q2 202533,405$2.19M<0.1%−1,236−3.6%ReducedHolders
Q1 202534,641$2.14M<0.1%−300−0.9%ReducedHolders
Q4 202434,941$1.82M<0.1%−1,173−3.2%ReducedHolders
Q3 202436,114$1.88M<0.1%−259−0.7%ReducedHolders
Q2 202436,373$1.68M<0.1%−1,477−3.9%ReducedHolders
Q1 202437,850$1.67M<0.1%+1,109+3.0%AddedHolders
Q4 202336,741$1.50M<0.1%−2,745−7.0%ReducedHolders
Q3 202339,486$1.45M<0.1%+39,486NewHolders
Q1 20230$00.0%−50,634−100.0%Sold outHolders
Q4 202250,634$1.83M<0.1%−25,247−33.3%ReducedHolders
Q3 202275,881$2.50M0.1%−21,940−22.4%ReducedHolders
Q2 202297,821$3.52M0.1%−6,224−6.0%ReducedHolders
Q1 2022104,045$4.00M0.1%+73,697+242.8%AddedConverted for a 1-for-2 splitHolders
Q4 202160,697$1.10M<0.1%+2,650+4.6%AddedHolders
Q3 202158,047$1.01M<0.1%+58,047NewHolders