SEC 13F Intelligence

Genesis Wealth Advisors, LLC / GLDM

Genesis Wealth Advisors, LLC’s World Gold Tr Position

Does Genesis Wealth Advisors, LLC own World Gold Tr (GLDM)? Yes — 33.2K shares worth $3M (+2.05% of its 13F portfolio) as of Q1 2026, up from 32.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
33.2K
% of Portfolio
+2.05%
Quarters Held
6
currently held

Position History GLDM

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.2K$3M+2.05%
Q4 202532.3K$3M+1.89%
Q3 202531.7K$2M+1.71%
Q2 202531.2K$2M+1.53%
Q1 202535.6K$2M+1.78%
Q4 202473.0K$4M+3.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Genesis Wealth Advisors, LLC’s full portfolio or all institutional holders of GLDM.