GLDM — WORLD GOLD TR

Ownership history in BENJAMIN EDWARDS INC  ·  12 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC 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
1.09% (2024 Q3)
Avg. % of fund
0.82%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 993,809 -135,712 -12.0% 0.94% $84.8M $85.37
2025 Q3 ADDED 1,129,521 +40,015 +3.7% 0.98% $86.4M $76.45
2025 Q2 ADDED 1,089,506 +92,910 +9.3% 0.91% $71.4M $65.52
2025 Q1 REDUCED 996,596 -379,104 -27.6% 0.86% $61.7M $61.89
8 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% AIFG Consultants Ltd. 16.02% 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%
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