Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

World Gold Tr (GLDM)

890 + Investors. Track Smart Money conviction in GLDM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
11Q ▲
Buyers last Q
47%

Smart Money Signals — GLDM

Based on 904 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added GLDM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
904 hedge funds hold GLDM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+303 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 47% buying

414 buying466 selling
Last quarter: 466 funds reduced or exited vs 414 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-42 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 128 → 120 → 176 → 134. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 35% long-term, 33% new

■ 35% conviction (2yr+) ■ 33% medium ■ 33% new
Of the 904 current holders: 315 (35%) held >2 years, 294 held 1–2 years, and 295 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

106 → 128 → 120 → 176 → 134 new funds/Q
New funds entering each quarter: 128 → 120 → 176 → 134. A growing number of institutions are discovering GLDM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 43% new entrants

■ 39% veterans ■ 18% 1-2yr ■ 43% new
Of 904 current holders: 353 (39%) held 2+ years, 161 held 1–2 years, 390 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
31 of 903 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in GLDM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GLDM

In 2026 Q1, 414 hedge funds were net buyers of GLDM (134 opened a new position, 280 added to an existing one), while 466 reduced or exited (375 trimmed, 91 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in GLDM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 904.

Hedge Fund Ownership: GLDM

How many hedge funds hold GLDM — quarterly history vs. share price
Quarterly hedge fund ownership of GLDM vs. share price

Market Analysis: GLDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLDM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy World Gold Tr (GLDM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GLDM has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 10d ago
GLDM
+2.7%
SPY
+1.3%

GLDM outperformed SPY by +1.4% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 52 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: GLDM
2026 Q2 Stats Unlock in 40 days 890 + Investors

Track Smart Money conviction in GLDM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 890 861 3.37%
13F Shares 162M 163M -0.74%
Total Value $14.63B $13.94B 4.95%
New Positions 130 176 -46
Increased Positions 278 333 -55
Closed Positions 101 60 +41
Reduced Positions 369 253 +116
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GLDM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q2)

890 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GLDM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GLDM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roan Capital Partners 4.05% 61,544 $4.9M
2 Bangor Savings Bank 2.74% 468,405 $37.2M
3 Kraft, Davis & Associates, LLC 1.93% 114,636 $9.2M
4 Gradient Investments LLC 1.66% 1,517,719 $120.5M
5 Quantum Financial Advisors, LLC 1.31% 166,254 $13.2M
6 Pacific Excel Wealth Advisors, Inc. 1.28% 41,784 $3.3M
7 Mills Wealth Advisors LLC 1.12% 44,793 $3.6M
8 Inspirion Wealth Advisors, LLC 1.09% 119,119 $9.5M
9 Paul R. Ried Financial Group, LLC 1.07% 30,899 $2.5M
10 LifeGoal Investments, LLC 0.99% 27,323 $2.2M
11 Harbor Investment Advisory, LLC 0.99% 178,090 $14.1M
12 Paladin Wealth, LLC 0.93% 20,138 $1.6M
13 Shira Ridge Wealth Management 0.73% 26,379 $2.1M
14 McNaughton Wealth Management, LLC 0.72% 25,639 $2.0M
15 Versant Capital Management, Inc 0.67% 94,750 $7.5M
16 Confluence Investment Management LLC 0.65% 522,617 $41.5M
17 Legacy Solutions, LLC 0.63% 9,803 $779K
18 Ares Financial Consulting, LLC 0.57% 10,081 $801K
19 Wealthcare Capital Partners, LLC 0.55% 16,706 $1.3M
20 CoreCap Advisors, LLC 0.50% 214,694 $17.1M
21 JBR Co Financial Management Inc 0.47% 16,379 $1.3M
22 Financial Enhancement Group LLC 0.47% 49,899 $4.0M
23 Miller Global Investments, LLC 0.43% 6,594 $524K
24 KWB Wealth 0.40% 58,748 $4.7M
25 Stonebridge Financial Group, LLC 0.31% 51,407 $4.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — World Gold Tr (GLDM)

What does the Smart Money Trend signal show for GLDM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added GLDM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GLDM?

More sellers than buyers — 47% buying: Last quarter: 466 funds reduced or exited vs 414 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GLDM holders?

Elite ownership — 41% AUM from top-100 funds: 31 of 903 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in GLDM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GLDM?

Mixed — 35% long-term, 33% new: Of the 904 current holders: 315 (35%) held >2 years, 294 held 1–2 years, and 295 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy World Gold Tr (GLDM) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), GLDM has gained +2.7% vs +1.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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