GLDG β€” GOLDMINING INC

Ownership history in Total Wealth Planning & Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

Total Wealth Planning & Management, Inc. reported GOLDMINING INC (GLDG) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows GLDG at 0.01% 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.

What this GLDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Total Wealth Planning & Management, Inc.'s position in GOLDMINING INC, 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

GLDG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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
2024 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 Total Wealth Planning & Management, Inc. held GLDG β€” position size vs. price
% of Fund (quarterly)    GLDG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,600 -33,000 -75.7% 0.01% $13K 2026-02-14 (Est.) $1.50
2025 Q2 UNCHANGED 43,600 β€” 0% 0.03% $31K 2025-07-24 $0.81
2025 Q1 UNCHANGED 43,600 β€” 0% 0.04% $37K 2025-04-24 $0.80
2024 Q4 INITIATED 43,600 β€” β€” 0.03% $35K 2025-02-28 $0.80

🏒 Other funds also holding GLDG

As of 2026 Q1 β€” sorted by position size

Heritage Family Offices, LLP 0.02% Farther Finance Advisors, LLC 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Total Wealth Planning & Management, Inc. and GLDG

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

How long has Total Wealth Planning & Management, Inc. reported owning GLDG?

Total Wealth Planning & Management, Inc. reported GLDG across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported GLDG position in Total Wealth Planning & Management, Inc.'s portfolio?

The largest reported portfolio weight for GLDG was 0.04% in 2025 Q1.

What is the latest reported GLDG position on this page?

The most recent filing on this page is 2025 Q4, when Total Wealth Planning & Management, Inc. reported 10,600 shares, equal to 0.01% of portfolio, with an estimated market value of $13K.

What does the chart on this GLDG ownership page compare?

The chart compares Total Wealth Planning & Management, Inc.'s quarterly GLDG 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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