GLDM — WORLD GOLD TR

Ownership history in New Perspectives, Inc  ·  4 quarters on record

This page tracks every 13F SEC filing in which New Perspectives, 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
5.4% (2025 Q3)
Avg. % of fund
4.33%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 159,511 +1,708 +1.1% 4.72% $13.6M $85.37
2025 Q3 ADDED 157,803 +2,633 +1.7% 5.40% $12.1M $76.45
2025 Q2 ADDED 155,170 +89,586 +136.6% 5.03% $10.2M $65.52
2025 Q1 INITIATED 65,584 — — 2.17% $4.1M $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%
← Back to New Perspectives, Inc Holdings