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Cassaday & Co Inc.

SEC CIK
0001900497
Latest filing
Feb 15, 2022

GLDM holding history

World Gold Trust in every 13F filed by Cassaday & Co Inc., 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 Q4 2021 holdings

Shares (Q4 2021)
15,135,075
Value
$275.2M
% of portfolio
25.9%
Quarters held
4
Since Q1 2021
Holdings of GLDM by Cassaday & Co Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202115,135,075$275.2M25.9%+524,980+3.6%AddedHolders
Q3 202114,610,095$255.1M27.3%+3,709,332+34.0%AddedHolders
Q2 202110,900,763$192.0M22.0%+453,736+4.3%AddedHolders
Q1 202110,447,027$177.6M22.6%––Holders

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