Ownership history in Gradient Investments LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which Gradient Investments 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 β sourced directly from SEC EDGAR 13F filings.
π Gradient Investments LLC outperformed the S&P 500 by +1.8% annually on this GLDM position. Timing score: 56% (14/25 decisions correct). Average cost basis: $36.85. Maximum drawdown during holding period: β14.3%.
β
Outperformed SPY on this position by 1.8% ann.
25 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 25 add/trim decisions correct
Best entry: $29.40 (2019 Q3) Β· Worst: $85.37 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 14 trims. Bought during 3 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Gradient Investments LLC has been actively increasing its GLDM allocation β a bullish signal from insiders.
Currently 1.49% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size