Evernest Financial Advisors, LLC
Holdings in GLDM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $27,269,824 | 319,431 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $27,423,761 | 358,715 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $26,007,639 | 396,942 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $22,983,903 | 371,367 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $17,852,950 | 343,392 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $15,518,527 | 297,689 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $12,606,721 | 273,524 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $11,882,267 | 269,745 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $11,024,263 | 269,476 | Shares | Sole | 2024-05-10 |
| 2021-12-31 | $9,963,330 | 274,019 | Shares | Sole | 2024-02-13 |