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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

GLDM holding history

World Gold Trust in every 13F filed by West Financial 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2022
Holdings of GLDM by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−13−100.0%Sold outHolders
Q1 202313$509<0.1%00.0%UnchangedHolders
Q4 202213$470<0.1%+13NewHolders