SEC 13F Intelligence

Stapp Wealth Management, Pllc / GLDM

Stapp Wealth Management, Pllc’s World Gold Tr Position

Does Stapp Wealth Management, Pllc own World Gold Tr (GLDM)? Yes72.4K shares worth $7M (+8.57% of its 13F portfolio) as of Q1 2026, down from 86.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
72.4K
% of Portfolio
+8.57%
Quarters Held
15
currently held

Position History GLDM

Reported value by quarter
Q3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $6MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.4K$7M+8.57%
Q4 202586.5K$7M+9.51%
Q3 202587.8K$7M+9.02%
Q2 202588.4K$6M+8.33%
Q1 2025104.7K$6M+9.98%
Q4 2024109.4K$6M+8.87%
Q3 2024108.7K$6M+9.15%
Q2 2024110.6K$5M+8.84%
Q1 2024112.8K$5M+8.67%
Q4 2023112.2K$5M+7.71%
Q3 2023112.5K$4M+7.94%
Q2 2023113.3K$4M+8.55%
Q1 2023111.0K$4M+5.96%
Q4 202274.8K$3M+6.49%
Q3 202276.2K$3M+7.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stapp Wealth Management, Pllc’s full portfolio or all institutional holders of GLDM.