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.
| 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 |
| 2024 Q4 | REDUCED | 1,375,700 | -57,015 | -4.0% | 1.02% | $71.5M | $51.99 |
| 2024 Q3 | ADDED | 1,432,715 | +1,357,506 | +1805.0% | 1.09% | $74.7M | $52.13 |
| 2024 Q2 | REDUCED | 75,209 | -8,539 | -10.2% | 0.67% | $3.5M | $46.09 |
| 2024 Q1 | ADDED | 83,748 | +36,419 | +76.9% | 0.73% | $3.7M | $44.05 |
| 2023 Q4 | REDUCED | 47,329 | -34,969 | -42.5% | 0.42% | $1.9M | $40.91 |
| 2023 Q3 | ADDED | 82,298 | +3,199 | +4.0% | 0.71% | $3.0M | $36.66 |
As of 2025 Q4 — sorted by position size