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Livermore
Livermore
ZHEN

Brandywine Oak Private Wealth LLC

SEC CIK
0001764694
Latest filing
Jul 16, 2026

GLDM holding history

World Gold Trust in every 13F filed by Brandywine Oak Private Wealth 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)
238,457
Value
$18.9M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of GLDM by Brandywine Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026238,457$18.9M1.4%+16,744+7.6%AddedHolders
Q1 2026221,713$20.6M1.7%−8,264−3.6%ReducedHolders
Q4 2025229,977$19.6M1.6%−27,956−10.8%ReducedHolders
Q3 2025257,933$19.7M1.7%−18,480−6.7%ReducedHolders
Q2 2025276,413$18.1M1.7%−9,659−3.4%ReducedHolders
Q1 2025286,072$17.7M1.7%−48,106−14.4%ReducedHolders
Q4 2024334,178$17.4M1.7%−18,096−5.1%ReducedHolders
Q3 2024352,274$18.4M1.8%−18,784−5.1%ReducedHolders
Q2 2024371,058$17.1M1.8%−112,127−23.2%ReducedHolders
Q1 2024483,185$21.3M2.2%−7,643−1.6%ReducedHolders
Q4 2023490,828$20.1M2.2%−25,269−4.9%ReducedHolders
Q3 2023516,097$18.9M2.3%−11,289−2.1%ReducedHolders
Q2 2023527,386$20.1M2.3%+3,721+0.7%AddedHolders
Q1 2023523,665$20.5M2.4%−5,175−1.0%ReducedHolders
Q4 2022528,840$19.1M2.4%−15,975−2.9%ReducedHolders
Q3 2022544,815$18.0M2.4%+14,324+2.7%AddedHolders
Q2 2022530,491$19.0M2.4%−16,967−3.1%ReducedHolders
Q1 2022547,458$21.1M2.4%−83,730−13.3%ReducedConverted for a 1-for-2 splitHolders
Q4 20211,262,375$22.5M2.5%−353,832−21.9%ReducedHolders
Q3 20211,616,207$25.8M3.0%+34,605+2.2%AddedHolders
Q2 20211,581,602$27.9M3.3%+282,895+21.8%AddedHolders
Q1 20211,298,707$22.1M3.3%––Holders

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