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Livermore
Livermore
ZHEN

Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

GLDM holding history

World Gold Trust in every 13F filed by Valued Wealth 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)
61
Value
$4.84K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of GLDM by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661$4.84K<0.1%00.0%UnchangedHolders
Q1 202661$5.66K<0.1%00.0%UnchangedHolders
Q4 202561$5.21K<0.1%00.0%UnchangedHolders
Q3 202561$4.66K<0.1%00.0%UnchangedHolders
Q2 202561$4.00K<0.1%00.0%UnchangedHolders
Q1 202561$3.78K<0.1%00.0%UnchangedHolders
Q4 202461$3.17K<0.1%00.0%UnchangedHolders
Q3 202461$3.18K<0.1%00.0%UnchangedHolders
Q2 202461$2.81K<0.1%00.0%UnchangedHolders
Q1 202461$2.69K<0.1%+61NewHolders