GLDM — WORLD GOLD TR

Ownership history in MCMORGAN & CO LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which MCMORGAN & CO 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.

Peak position
3.32% (2025 Q4)
Avg. % of fund
3.06%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 234,992 -31,865 -11.9% 3.32% $20.1M $85.37
2025 Q3 REDUCED 266,857 -19,801 -6.9% 3.14% $20.4M $76.45
2025 Q2 REDUCED 286,658 -17,935 -5.9% 2.77% $18.8M $65.52
2025 Q1 INITIATED 304,593 — — 3.02% $18.9M $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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