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Pacific Excel Wealth Advisors, Inc.

SEC CIK
0002110884
Latest filing
Jul 6, 2026

GLDM holding history

World Gold Trust in every 13F filed by Pacific Excel Wealth Advisors, 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 Q2 2026 holdings

Shares (Q2 2026)
41,784
Value
$3.32M
% of portfolio
1.3%
Quarters held
1
Since Q2 2026
Holdings of GLDM by Pacific Excel Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,784$3.32M1.3%+41,784NewHolders