Ownership history in Integrity Wealth Solutions LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Integrity Wealth Solutions 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 90,183 | -4,248 | -4.5% | 3.05% | $7.7M | $85.37 |
| 2025 Q3 | REDUCED | 94,431 | -909 | -1.0% | 3.22% | $7.2M | $76.45 |
| 2025 Q2 | REDUCED | 95,340 | -6,272 | -6.2% | 3.05% | $6.2M | $65.52 |
| 2025 Q1 | ADDED | 101,612 | +2,276 | +2.3% | 3.41% | $6.3M | $61.89 |
| 2024 Q4 | ADDED | 99,336 | +2,498 | +2.6% | 2.89% | $5.2M | $51.99 |
| 2024 Q3 | REDUCED | 96,838 | -529 | -0.5% | 2.95% | $5.0M | $52.13 |
| 2024 Q2 | ADDED | 97,367 | +643 | +0.7% | 2.92% | $4.5M | $46.09 |
| 2024 Q1 | REDUCED | 96,724 | -264 | -0.3% | 2.78% | $4.3M | $44.05 |
| 2023 Q4 | INITIATED | 96,988 | — | — | 2.75% | $4.0M | — |
As of 2025 Q4 — sorted by position size