Ownership history in KPP Advisory Services LLC · 5 quarters on record
This page tracks every 13F SEC filing in which KPP Advisory Services 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 | ADDED | 94,388 | +51,840 | +121.8% | 1.17% | $8.1M | $85.37 |
| 2025 Q3 | ADDED | 42,548 | +7,230 | +20.5% | 0.48% | $3.3M | $76.45 |
| 2025 Q1 | ADDED | 35,318 | +572 | +1.6% | 0.41% | $2.2M | $61.89 |
| 2024 Q4 | ADDED | 34,746 | +23,042 | +196.9% | 0.43% | $1.8M | $51.99 |
| 2024 Q3 | INITIATED | 11,704 | — | — | 0.15% | $610K | $52.13 |
As of 2025 Q4 — sorted by position size