GLDM — WORLD GOLD TR

Ownership history in Upper Left Wealth Management, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Upper Left Wealth 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
3.86% (2025 Q4)
Avg. % of fund
3.41%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 74,215 -4,596 -5.8% 3.86% $6.3M $85.37
2025 Q3 REDUCED 78,811 -2,210 -2.7% 3.78% $6.0M $76.45
2025 Q2 REDUCED 81,021 -5,048 -5.9% 3.54% $5.3M $65.52
2025 Q1 ADDED 86,069 +82 +0.1% 3.82% $5.3M $61.89
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GLDM price (monthly, adj. close)

Other funds also holding GLDM

As of 2025 Q4 — sorted by position size

Hollow Brook Wealth Management LLC 3Y 7Y 26.91% AIFG Consultants Ltd. 16.02% MEDICI CAPITAL LLC 3Y 13.96% EVOKE WEALTH, LLC 3Y 11.75% American Investment Services, Inc. 3Y 7Y 10.16% Verde Servicos Internacionais S.A. 3Y 7Y 10.03% Piedmont Capital Management, LLC 3Y 9.94% STAPP WEALTH MANAGEMENT, PLLC 3Y 9.51% NavPoint Financial, Inc. 9.31% CONTINUUM WEALTH ADVISORS, LLC 3Y 9.14%
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