Balance Wealth, LLC

SEC CIK: 0002065247
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

GLDM holding history

World Gold Trust in every 13F filed by Balance Wealth, 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): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of GLDM by Balance Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−3,904−100.0%	Sold out	Holders
Q1 2026	3,904	$361.9K	0.1%	00.0%	Unchanged	Holders
Q4 2025	3,904	$333.3K	0.1%	−3,861−49.7%	Reduced	Holders
Q3 2025	7,765	$593.6K	0.1%	+7,765	New	Holders