Wallace Advisory Group, LLC / GLDM
Wallace Advisory Group, LLC’s World Gold Tr Position
Does Wallace Advisory Group, LLC own World Gold Tr (GLDM)? Yes — 11.5K shares worth $1M (+1.14% of its 13F portfolio) as of Q1 2026, down from 16.0K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
11.5K
% of Portfolio
+1.14%
Quarters Held
14
currently held
Position History GLDM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 11.5K | $1M | +1.14% |
| Q4 2025 | 16.0K | $1M | +1.43% |
| Q3 2025 | 35.8K | $2M | +1.88% |
| Q2 2025 | 29.4K | $2M | +1.32% |
| Q1 2025 | 30.8K | $2M | +1.11% |
| Q4 2024 | 60.5K | $3M | +2.18% |
| Q3 2024 | 58.4K | $3M | +1.97% |
| Q2 2024 | 59.1K | $3M | +1.96% |
| Q1 2024 | 29.9K | $1M | +0.92% |
| Q4 2023 | 50.6K | $2M | +1.45% |
| Q3 2023 | 73.5K | $3M | +2.01% |
| Q2 2023 | 93.8K | $4M | +2.79% |
| Q1 2023 | 93.8K | $4M | +2.79% |
| Q4 2022 | 35.6K | $1M | +1.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wallace Advisory Group, LLC’s full portfolio or all institutional holders of GLDM.