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
2024 Q4 ADDED 6,604,327 +47,341 +0.7% 9.56% $343.4M $51.99
2024 Q3 ADDED 6,556,986 +293,334 +4.7% 9.28% $341.8M $52.13
2024 Q1 REDUCED 6,263,652 -92,223 -1.5% 8.17% $275.9M $44.05
2023 Q4 ADDED 6,355,875 +922,508 +17.0% 5.56% $260.0M $40.91
2023 Q3 ADDED 5,433,367 +182,822 +3.5% 7.01% $199.2M $36.66
2023 Q2 ADDED 5,250,545 +204,865 +4.1% 6.95% $200.0M $38.09
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GLDM price (monthly, adj. close)
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