Ownership history in Patten Group, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Patten Group, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 51,935 | +2,549 | +5.2% | 0.82% | $4.4M | $85.37 |
| 2025 Q3 | ADDED | 49,386 | +15,695 | +46.6% | 0.73% | $3.8M | $76.45 |
| 2025 Q2 | ADDED | 33,691 | +8,838 | +35.6% | 0.47% | $2.2M | $65.52 |
| 2025 Q1 | ADDED | 24,853 | +10,829 | +77.2% | 0.35% | $1.5M | $61.89 |
| 2024 Q4 | ADDED | 14,024 | +5,829 | +71.1% | 0.16% | $729K | $51.99 |
| 2024 Q3 | ADDED | 8,195 | +212 | +2.7% | 0.09% | $427K | $52.13 |
| 2024 Q2 | ADDED | 7,983 | +1,083 | +15.7% | 0.09% | $368K | $46.09 |
| 2024 Q1 | ADDED | 6,900 | +1,332 | +23.9% | 0.07% | $304K | $44.05 |
| 2023 Q4 | INITIATED | 5,568 | — | — | 0.06% | $228K | — |
As of 2025 Q4 — sorted by position size