GLDM WORLD GOLD TR

Ownership history in DeDora Capital, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which DeDora Capital, 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
1.1% (2025 Q4)
Avg. % of fund
0.25%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 54,664 +43,029 +369.8% 1.10% $4.7M $85.37
2025 Q3 ADDED 11,635 +1,581 +15.7% 0.21% $889K $76.45
2025 Q2 ADDED 10,054 +816 +8.8% 0.17% $659K $65.52
2025 Q1 ADDED 9,238 +1,396 +17.8% 0.16% $572K $61.89
2024 Q4 ADDED 7,842 +414 +5.6% 0.11% $408K $51.99
2024 Q3 ADDED 7,428 +969 +15.0% 0.11% $387K $52.13
2024 Q2 ADDED 6,459 +1,848 +40.1% 0.09% $298K $46.09
2024 Q1 INITIATED 4,611 0.06% $203K
% of Fund (quarterly)    GLDM price (monthly, adj. close)
← Back to DeDora Capital, Inc. Holdings