RDA Financial Network GLDM WORLD GOLD TR

Ownership history in RDA Financial Network  ·  8 quarters on record

AI Ownership Summary

RDA Financial Network reported WORLD GOLD TR (GLDM) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.16% in 2025 Q4. The latest visible filing shows GLDM at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RDA Financial Network's position in WORLD GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GLDM was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RDA Financial Network held GLDM — position size vs. price
% of Fund (quarterly)    GLDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 3,373 +801 +31.1% 0.06% $268K 2026-07-06 $82.39
2026 Q1 REDUCED 66.1% -14.3% 2,572 -5,022 -66.1% 0.06% $238K 2026-04-08 $93.63
2025 Q4 REDUCED 7,594 -80 -1.0% 0.16% $648K 2026-01-06 $88.96
2025 Q3 ADDED 7,674 +2,886 +60.3% 0.14% $587K 2025-10-08 $80.09
2025 Q2 REDUCED 22.4% +15.7% 4,788 -1,386 -22.4% 0.08% $314K 2025-07-07 $66.09
2025 Q1 ADDED 6,174 +2,115 +52.1% 0.11% $382K 2025-04-14 $63.63
2024 Q4 REDUCED 72.9% +19.0% 4,059 -10,921 -72.9% 0.06% $211K 2025-01-15 $53.43
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RDA Financial Network and GLDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has RDA Financial Network reported owning GLDM?

RDA Financial Network reported GLDM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported GLDM position in RDA Financial Network's portfolio?

The largest reported portfolio weight for GLDM was 0.16% in 2025 Q4.

What is the latest reported GLDM position on this page?

The most recent filing on this page is 2026 Q2, when RDA Financial Network reported 3,373 shares, equal to 0.06% of portfolio, with an estimated market value of $268K.

What does the chart on this GLDM ownership page compare?

The chart compares RDA Financial Network's quarterly GLDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RDA Financial Network time their GLDM position?

Based on 13F filing dates vs. subsequent GLDM price moves, RDA Financial Network correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on GLDM relative to SPY over the holding period was +13.0%.

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