SEC 13F Intelligence

R. W. Roge & Company, Inc. / GLDM

R. W. Roge & Company, Inc.’s World Gold Tr Position

Does R. W. Roge & Company, Inc. own World Gold Tr (GLDM)? Yes143.8K shares worth $13M (+6.35% of its 13F portfolio) as of Q1 2026, down from 145.1K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
143.8K
% of Portfolio
+6.35%
Quarters Held
16
currently held

Position History GLDM

Reported value by quarter
Q2 ’22: $6MQ2 ’22Q3 ’22: $9MQ4 ’22: $10MQ4 ’22Q1 ’23: $9MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $9MQ2 ’25Q3 ’25: $11MQ4 ’25: $12MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026143.8K$13M+6.35%
Q4 2025145.1K$12M+6.12%
Q3 2025145.6K$11M+5.71%
Q2 2025139.3K$9M+5.18%
Q1 2025159.7K$10M+5.41%
Q4 2024172.3K$9M+4.83%
Q3 2024178.4K$9M+4.97%
Q2 2024183.6K$8M+4.83%
Q1 2024190.5K$8M+5.05%
Q4 2023180.6K$7M+4.74%
Q3 2023143.2K$6M+4.27%
Q2 2023183.6K$7M+4.87%
Q1 2023235.5K$9M+5.90%
Q4 2022284.7K$10M+6.85%
Q3 2022270.7K$9M+6.38%
Q2 2022154.3K$6M+3.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See R. W. Roge & Company, Inc.’s full portfolio or all institutional holders of GLDM.