GLDM — WORLD GOLD TR SPDR (GLD MINIS)

Ownership history in EVOKE WEALTH, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in WORLD GOLD TR SPDR (GLD MINIS) (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
11.75% (2025 Q4)
Avg. % of fund
6.86%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,374,785 +123,123 +1.7% 11.75% $629.6M $85.37
2025 Q3 ADDED 7,251,662 +221,449 +3.1% 11.22% $554.4M $76.45
2025 Q2 ADDED 7,030,213 +185,643 +2.7% 10.54% $460.6M $65.52
2025 Q1 ADDED 6,844,570 +240,243 +3.6% 11.05% $423.6M $61.89
21 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% 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% Tradewinds Capital Management, LLC 3Y 7Y 8.05%
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