GLDM β€” WORLD GOLD TR

Ownership history in Gateway Wealth Partners, LLC  Β·  1 quarter on record

AI Ownership Summary

Gateway Wealth Partners, LLC reported WORLD GOLD TR (GLDM) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows GLDM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gateway Wealth Partners, LLC's position in WORLD GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GLDM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gateway Wealth Partners, LLC held GLDM β€” position size vs. price
% of Fund (quarterly)    GLDM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 3,447 β€” β€” 0.04% $264K 2025-11-06 $78.79

FAQ About Gateway Wealth Partners, LLC and GLDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gateway Wealth Partners, LLC reported owning GLDM?

Gateway Wealth Partners, LLC reported GLDM across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported GLDM position in Gateway Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for GLDM was 0.04% in 2025 Q3.

What is the latest reported GLDM position on this page?

The most recent filing on this page is 2025 Q3, when Gateway Wealth Partners, LLC reported 3,447 shares, equal to 0.04% of portfolio, with an estimated market value of $264K.

What does the chart on this GLDM ownership page compare?

The chart compares Gateway Wealth Partners, LLC's quarterly GLDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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