Ownership history in STAPP WEALTH MANAGEMENT, PLLC · 14 quarters on record
This page tracks every 13F SEC filing in which STAPP WEALTH MANAGEMENT, PLLC 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 | REDUCED | 86,468 | -1,379 | -1.6% | 9.51% | $7.4M | $85.37 |
| 2025 Q3 | REDUCED | 87,847 | -543 | -0.6% | 9.02% | $6.7M | $76.45 |
| 2025 Q2 | REDUCED | 88,390 | -16,334 | -15.6% | 8.33% | $5.8M | $65.52 |
| 2025 Q1 | REDUCED | 104,724 | -4,681 | -4.3% | 9.98% | $6.5M | $61.89 |
| 2024 Q4 | ADDED | 109,405 | +656 | +0.6% | 8.87% | $5.7M | $51.99 |
| 2024 Q3 | REDUCED | 108,749 | -1,880 | -1.7% | 9.15% | $5.7M | $52.13 |
| 2024 Q2 | REDUCED | 110,629 | -2,165 | -1.9% | 8.84% | $5.1M | $46.09 |
| 2024 Q1 | ADDED | 112,794 | +601 | +0.5% | 8.67% | $5.0M | $44.05 |
| 2023 Q4 | REDUCED | 112,193 | -276 | -0.2% | 7.71% | $4.6M | $40.91 |
| 2023 Q3 | REDUCED | 112,469 | -839 | -0.7% | 7.94% | $4.1M | $36.66 |
As of 2025 Q4 — sorted by position size