My Portfolio Guide, LLC GLDM β€” WORLD GOLD TR

Ownership history in My Portfolio Guide, LLC  Β·  1 quarter on record

AI Ownership Summary

My Portfolio Guide, LLC reported WORLD GOLD TR (GLDM) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 10.42% in 2026 Q1. The latest visible filing shows GLDM at 10.42% 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.

What this GLDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was My Portfolio Guide, 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 10.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.42% 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 My Portfolio Guide, 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 INITIATED β€” β€” β€” 203,402 β€” β€” 10.42% $18.8M 2026-05-06 $92.85

FAQ About My Portfolio Guide, 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 My Portfolio Guide, LLC reported owning GLDM?

My Portfolio Guide, LLC reported GLDM across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported GLDM position in My Portfolio Guide, LLC's portfolio?

The largest reported portfolio weight for GLDM was 10.42% in 2026 Q1.

What is the latest reported GLDM position on this page?

The most recent filing on this page is 2026 Q1, when My Portfolio Guide, LLC reported 203,402 shares, equal to 10.42% of portfolio, with an estimated market value of $18.8M.

What does the chart on this GLDM ownership page compare?

The chart compares My Portfolio Guide, 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.

← Back to My Portfolio Guide, LLC Holdings