GLDM — WORLD GOLD TR

Ownership history in AIFG Consultants Ltd.  ·  11 quarters on record

This page tracks every 13F SEC filing in which AIFG Consultants Ltd. reported a position in WORLD GOLD TR (GLDM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
16.48% (2025 Q2)
Avg. % of fund
10.14%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 109,299 -5,075 -4.4% 16.02% $9.3M $85.37
2025 Q3 REDUCED 114,374 -14,639 -11.3% 15.42% $8.7M $76.45
2025 Q2 REDUCED 129,013 -14,874 -10.3% 16.48% $8.5M $65.52
2025 Q1 ADDED 143,887 +2,707 +1.9% 14.67% $8.9M $61.89
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GLDM price (monthly, adj. close)

Other funds also holding GLDM

As of 2025 Q4 — sorted by position size

Hollow Brook Wealth Management LLC 3Y 7Y 26.91% MEDICI CAPITAL LLC 3Y 13.96% EVOKE WEALTH, LLC 3Y 11.75% American Investment Services, Inc. 3Y 7Y 10.16% Verde Servicos Internacionais S.A. 3Y 7Y 10.03% Piedmont Capital Management, LLC 3Y 9.94% STAPP WEALTH MANAGEMENT, PLLC 3Y 9.51% NavPoint Financial, Inc. 9.31% CONTINUUM WEALTH ADVISORS, LLC 3Y 9.14% Tradewinds Capital Management, LLC 3Y 7Y 8.05%
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