Ownership history in Tradewinds Capital Management, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Tradewinds Capital Management, LLC 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 β sourced directly from SEC EDGAR 13F filings.
π Tradewinds Capital Management, LLC outperformed the S&P 500 by +36.0% annually on this GLDM position. Timing score: 30% (3/10 decisions correct). Average cost basis: $61.66. Maximum drawdown during holding period: β10.2%.
π₯ Exceptional β beat the S&P 500 by 36.0% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $25.64 (2018 Q4) Β· Worst: $76.45 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 7 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Tradewinds Capital Management, LLC has been actively increasing its GLDM allocation β a bullish signal from insiders.
Currently 8.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size