GLDM World Gold TR

Ownership history in Richard C. Young & CO., LTD.  ·  26 quarters on record

AI Ownership Summary

Richard C. Young & CO., LTD. reported World Gold TR (GLDM) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.73% in 2025 Q1. The latest visible filing shows GLDM at 4.99% 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 Richard C. Young & CO., LTD.'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 Q4

GLDM was reported at 4.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.73% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Richard C. Young & CO., LTD. held GLDM — position size vs. price
% of Fund (quarterly)    GLDM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 651,748 +874 +0.1% 4.99% $55.6M 2026-02-14 (Est.) $99.61
2025 Q3 REDUCED 650,874 -199,638 -23.5% 4.62% $49.8M 2025-11-12 $83.05
2025 Q2 REDUCED 850,512 -10,996 -1.3% 5.51% $55.7M 2025-08-07 $67.30
2025 Q1 REDUCED 861,508 -13,624 -1.6% 5.73% $53.3M 2025-05-02 $64.05
2024 Q4 ADDED 875,132 +776 +0.1% 4.96% $45.5M 2025-01-28 $54.77
2024 Q3 REDUCED 874,356 -2,172 -0.2% 4.98% $45.6M 2024-11-07 $53.57
2024 Q2 REDUCED 876,528 -1,974 -0.2% 4.91% $40.4M 2024-08-08 $48.03
2024 Q1 REDUCED 878,502 -11,152 -1.3% 4.86% $38.7M 2024-05-08 $45.77
2023 Q4 ADDED 889,654 +11,586 +1.3% 4.88% $36.4M 2024-02-12 $40.06
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Richard C. Young & CO., LTD. and GLDM

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

How long has Richard C. Young & CO., LTD. reported owning GLDM?

Richard C. Young & CO., LTD. reported GLDM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GLDM position in Richard C. Young & CO., LTD.'s portfolio?

The largest reported portfolio weight for GLDM was 5.73% in 2025 Q1.

What is the latest reported GLDM position on this page?

The most recent filing on this page is 2025 Q4, when Richard C. Young & CO., LTD. reported 651,748 shares, equal to 4.99% of portfolio, with an estimated market value of $55.6M.

What does the chart on this GLDM ownership page compare?

The chart compares Richard C. Young & CO., LTD.'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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