AA Financial Advisors, LLC

SEC CIK: 0002016899
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

GLDM holding history

World Gold Trust in every 13F filed by AA 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 overview All 13F holders of GLDM Full Q2 2026 holdings

Shares (Q2 2026): 136,361
Value: $10.8M
% of portfolio: 1.3%
Quarters held: 3; Since Q4 2025

Holdings of GLDM by AA Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	136,361	$10.8M	1.3%	+53,331+64.2%	Added	Holders
Q1 2026	83,030	$7.70M	1.1%	+56,529+213.3%	Added	Holders
Q4 2025	26,501	$2.26M	0.4%	+26,501	New	Holders