MARINO, STRAM & ASSOCIATES LLC GLDM β€” WORLD GOLD TR

Ownership history in MARINO, STRAM & ASSOCIATES LLC  Β·  2 quarters on record

AI Ownership Summary

MARINO, STRAM & ASSOCIATES LLC reported WORLD GOLD TR (GLDM) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows GLDM at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARINO, STRAM & ASSOCIATES 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
2026 Q1

GLDM was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 MARINO, STRAM & ASSOCIATES LLC held GLDM β€” position size vs. price
% of Fund (quarterly)    GLDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 88.3% -14.3% βœ… 2,965 -22,385 -88.3% 0.05% $275K 2026-04-29 $89.97
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MARINO, STRAM & ASSOCIATES 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 MARINO, STRAM & ASSOCIATES LLC reported owning GLDM?

MARINO, STRAM & ASSOCIATES LLC reported GLDM across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported GLDM position in MARINO, STRAM & ASSOCIATES LLC's portfolio?

The largest reported portfolio weight for GLDM was 0.05% in 2026 Q1.

What is the latest reported GLDM position on this page?

The most recent filing on this page is 2026 Q1, when MARINO, STRAM & ASSOCIATES LLC reported 2,965 shares, equal to 0.05% of portfolio, with an estimated market value of $275K.

What does the chart on this GLDM ownership page compare?

The chart compares MARINO, STRAM & ASSOCIATES 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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