GLDM — WORLD GOLD TR

Ownership history in LAM GROUP, INC. · 10 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. 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.

Peak position

6.79% (2025 Q4)

Avg. % of fund

3.38%

First filed

2023 Q2

Last filed

2025 Q4

Quarters held

10

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	138,945	+4,890	+3.6%	6.79%	$11.9M	$85.37
2025 Q3	ADDED	134,055	+4,170	+3.2%	6.35%	$10.2M	$76.45
2025 Q2	ADDED	129,885	+22,425	+20.9%	5.69%	$8.5M	$65.52
2025 Q1	ADDED	107,460	+14,325	+15.4%	4.89%	$6.7M	$61.89

% of Fund (quarterly) GLDM price (monthly, adj. close)

Other funds also holding GLDM

As of 2025 Q4 — sorted by position size

Hollow Brook Wealth Management LLC 3Y 7Y 26.91% AIFG Consultants Ltd. 16.02% MEDICI CAPITAL LLC 3Y 13.96% EVOKE WEALTH, LLC 3Y 11.75% American Investment Services, Inc. 3Y 7Y 10.16% Verde Servicos Internacionais S.A. 3Y 7Y 10.03% Piedmont Capital Management, LLC 3Y 9.94% STAPP WEALTH MANAGEMENT, PLLC 3Y 9.51% NavPoint Financial, Inc. 9.31% CONTINUUM WEALTH ADVISORS, LLC 3Y 9.14%

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