Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WORLD GOLD TR (GLDM)

806 + 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
↑ +110
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — GLDM

Based on 806 hedge funds · latest filing: 2025 Q4 · 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
806 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 — +63% more funds vs a year ago

fund count last 6Q
+313 new funds entered over the past year (+63% 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 buyers than sellers — 62% buying

471 buying292 selling
Last quarter: 471 funds were net buyers (163 opened a brand new position + 308 added to an existing one). Only 292 were sellers (239 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+56 vs last Q)

new funds entering per quarter
Funds opening a new GLDM position: 105 → 115 → 107 → 163. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 33% new

■ 35% conviction (2yr+) ■ 32% medium ■ 33% new
Of the 806 current holders: 285 (35%) held >2 years, 255 held 1–2 years, and 266 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

90 → 105 → 115 → 107 → 163 new funds/Q
New funds entering each quarter: 105 → 115 → 107 → 163. 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, 46% new entrants

■ 39% veterans ■ 15% 1-2yr ■ 46% new
Of 806 current holders: 317 (39%) held 2+ years, 119 held 1–2 years, 370 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
26 of 806 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

50 top-rated funds 51 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
7.1
/ 10
conviction
Hedge Fund Positioning: GLDM
2026 Q1 Stats Unlock in 20 days 806 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 806 697 15.64%
13F Shares 139M 131M 5.86%
Total Value $11.88B $10.02B 18.52%
New Positions 163 108 +55
Increased Positions 309 330 -21
Closed Positions 53 62 -9
Reduced Positions 239 159 +80
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) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

806 + investors

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

Top 25 institutional holders of GLDM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Argos Wealth Advisors, LLC 20.78% 779,777 $72.3M
2 Verde Servicos Internacionais S.A. 16.90% 595,207 $55K
3 NavPoint Financial, Inc. 9.64% 257,179 $23.8M
4 McAlvany Wealth Management LLC 9.56% 159,084 $14.2M
5 STAPP WEALTH MANAGEMENT, PLLC 8.57% 72,439 $6.7M
6 Tradewinds Capital Management, LLC 7.62% 413,927 $38.4M
7 LAM GROUP, INC. 7.10% 139,375 $12.9M
8 Roan Capital Partners 6.92% 80,830 $7.5M
9 PEAK FINANCIAL ADVISORS LLC 6.79% 165,427 $15.3M
10 SBI Okasan Asset Management Co.Ltd. 6.77% 1,849,410 $165.2M
11 SENTINEL PENSION ADVISORS, LLC 5.51% 401,802 $37.2M
12 Timber Creek Capital Management LLC 5.25% 233,759 $21.7M
13 New Perspectives, Inc 5.12% 159,510 $14.8M
14 OakTrust Wealth Advisors, LLC 4.71% 55,862 $5.2M
15 Aureum Wealth Management, LLC 4.57% 70,864 $6.6M
16 LWM Advisory Services, LLC 4.50% 45,493 $4.2M
17 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4.42% 2,353,509 $218.1M
18 Austin Wealth Management, LLC 4.26% 203,477 $18.7M
19 Chatterton & Associates Inc. 3.85% 58,151 $5.5M
20 Warren Street Wealth Advisors, LLC 3.68% 156,173 $14.5M
21 Parcion Private Wealth LLC 3.59% 625,603 $58.0M
22 MBL Wealth, LLC 3.58% 510,875 $47.4M
23 Bangor Savings Bank 3.47% 468,008 $43.4M
24 Upper Left Wealth Management, LLC 3.46% 63,200 $5.9M
25 Accretive Wealth Partners, LLC 3.38% 129,831 $12.0M
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 buyers than sellers — 62% buying: Last quarter: 471 funds were net buyers (163 opened a brand new position + 308 added to an existing one). Only 292 were sellers (239 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GLDM holders?

Strong quality — 35% AUM from major funds: 26 of 806 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GLDM?

Mixed — 35% long-term, 33% new: Of the 806 current holders: 285 (35%) held >2 years, 255 held 1–2 years, and 266 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.

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.