GLDM WORLD GOLD TR

Ownership history in CERTIOR FINANCIAL GROUP, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CERTIOR FINANCIAL GROUP, 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.

Peak position
4.0% (2025 Q3)
Avg. % of fund
2.76%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 34,173 -44,599 -56.6% 1.97% $2.9M $85.37
2025 Q3 ADDED 78,772 +13,042 +19.8% 4.00% $6.0M $76.45
2025 Q2 ADDED 65,730 +18,270 +38.5% 3.21% $4.3M $65.52
2025 Q1 REDUCED 47,460 -2,566 -5.1% 2.38% $2.9M $61.89
2024 Q4 INITIATED 50,026 2.25% $2.6M $51.99
% of Fund (quarterly)    GLDM price (monthly, adj. close)
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