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OakTrust Wealth Advisors, LLC

SEC CIK
0002113908
Latest filing
Aug 6, 2026

GLDM holding history

World Gold Trust in every 13F filed by OakTrust 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)
56,356
Value
$4.48M
% of portfolio
3.9%
Quarters held
3
Since Q4 2025
Holdings of GLDM by OakTrust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,356$4.48M3.9%+494+0.9%AddedHolders
Q1 202655,862$5.18M4.7%−7,262−11.5%ReducedHolders
Q4 202563,124$5.39M5.0%–No prior filingHolders