Ownership history in Beckerman Institutional, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Beckerman Institutional, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 59,185 | -3,926 | -6.2% | 2.84% | $5.1M | $85.37 |
| 2025 Q3 | REDUCED | 63,111 | -796 | -1.2% | 2.84% | $4.8M | $76.45 |
| 2025 Q2 | REDUCED | 63,907 | -1,892 | -2.9% | 2.78% | $4.2M | $65.52 |
| 2025 Q1 | ADDED | 65,799 | +3,342 | +5.4% | 2.95% | $4.1M | $61.89 |
| 2024 Q4 | ADDED | 62,457 | +881 | +1.4% | 2.60% | $3.2M | $51.99 |
| 2024 Q3 | INITIATED | 61,576 | — | — | 2.70% | $3.2M | $52.13 |
As of 2025 Q4 — sorted by position size