GLDM β€” WORLD GOLD TR

Ownership history in OPPENHEIMER & CO INC  Β·  3 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported WORLD GOLD TR (GLDM) in 3 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows GLDM at 0.10% 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 OPPENHEIMER & CO INC'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
2025 Q3

GLDM was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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 OPPENHEIMER & CO INC held GLDM β€” position size vs. price
% of Fund (quarterly)    GLDM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 111,989 +75,832 +209.7% 0.10% $8.6M 2025-11-06 $78.79
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and GLDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning GLDM?

OPPENHEIMER & CO INC reported GLDM across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported GLDM position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for GLDM was 0.10% in 2025 Q3.

What is the latest reported GLDM position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 111,989 shares, equal to 0.10% of portfolio, with an estimated market value of $8.6M.

What does the chart on this GLDM ownership page compare?

The chart compares OPPENHEIMER & CO INC'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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