GLD SPDR GOLD TR

Ownership history in WORLD EQUITY GROUP, INC.  ·  7 quarters on record

This page tracks every 13F SEC filing in which WORLD EQUITY GROUP, INC. reported a position in SPDR GOLD TR (GLD). 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
2.01% (2025 Q4)
Avg. % of fund
1.49%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,143 -449 -2.4% 2.01% $7.2M $396.31
2025 Q3 ADDED 18,592 +187 +1.0% 1.51% $6.7M $355.47
2025 Q2 ADDED 18,405 +2,259 +14.0% 1.53% $5.6M $304.83
2025 Q1 REDUCED 16,146 -12,436 -43.5% 1.31% $4.6M $288.14
2024 Q4 ADDED 28,582 +14,794 +107.3% 1.48% $6.9M $242.13
2024 Q3 REDUCED 13,788 -21,746 -61.2% 1.21% $3.4M $243.06
2024 Q2 INITIATED 35,534 1.38% $6.4M
% of Fund (quarterly)    GLD price (monthly, adj. close)
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