GLDM — WORLD GOLD TR

Ownership history in Wallace Advisory Group, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Wallace Advisory Group, 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
2.79% (2023 Q2)
Avg. % of fund
1.76%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,993 -19,757 -55.3% 1.43% $1.4M $85.37
2025 Q3 ADDED 35,750 +6,395 +21.8% 1.88% $2.3M $76.45
2025 Q2 REDUCED 29,355 -1,450 -4.7% 1.32% $1.8M $65.52
2025 Q1 REDUCED 30,805 -29,691 -49.1% 1.11% $1.6M $61.89
9 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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