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Disclosery

WCG Wealth Advisors LLC: GLDM position timeline

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

WCG Wealth Advisors LLC held 26,259 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,259 shares
    Change vs previous 13F -260 shares

    0.05% of the 13F portfolio, value $2,085,495.

    13F-HR 0001855713-26-000006 filed by WCG 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 26,519 shares
    Change vs previous 13F -918 shares

    0.07% of the 13F portfolio, value $2,458,050.

    13F-HR 0001855713-26-000004 filed by WCG 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 27,437 shares
    Change vs previous 13F +10,220 shares

    0.07% of the 13F portfolio, value $2,342,256.

    13F-HR 0001855713-26-000003 filed by WCG 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 17,217 shares
    Change vs previous 13F -114 shares

    0.08% of the 13F portfolio, value $1,316,245.

    13F-HR 0001855713-25-000008 filed by WCG 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 17,331 shares
    Change vs previous 13F +2,176 shares

    0.07% of the 13F portfolio, value $1,135,525.

    13F-HR 0001855713-25-000007 filed by WCG 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/A 15,155 shares
    Change vs previous 13F -1,386 shares

    0.07% of the 13F portfolio, value $937,945.

    13F-HR/A 0001855713-25-000005 filed by WCG 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 16,541 shares
    Change vs previous 13F +3,759 shares

    0.06% of the 13F portfolio, value $860,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,782 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $666,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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