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One Wealth Advisors, LLC: GLDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Wealth Advisors, LLC on GLDM, newest first. How the timeline and the estimate are built.

One Wealth Advisors, LLC held 41,686 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,686 shares
    Change vs previous 13F +5,181 shares

    0.37% of the 13F portfolio, value $3,310,722.

    13F-HR 0001951757-26-001117 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,505 shares
    Change vs previous 13F -54,061 shares

    0.42% of the 13F portfolio, value $3,383,672.

    13F-HR 0001951757-26-000677 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,566 shares
    Change vs previous 13F -2,057 shares

    0.94% of the 13F portfolio, value $7,731,662.

    13F-HR 0001951757-26-000328 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 92,623 shares
    Change vs previous 13F +34,524 shares

    0.89% of the 13F portfolio, value $7,081,028.

    13F-HR 0001951757-25-001243 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,099 shares
    Change vs previous 13F -20,995 shares

    0.53% of the 13F portfolio, value $3,806,646.

    13F-HR 0001951757-25-000888 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 79,094 shares
    Change vs previous 13F +38,278 shares

    0.73% of the 13F portfolio, value $4,895,128.

    13F-HR 0001951757-25-000517 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,816 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,122,024.

    13F-HR 0001951757-25-000129 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).