Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

World Gold Tr (GLDM)

890 + 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
↑ +44
Streak
11Q ▲
Buyers last Q
47%

Smart Money Signals — GLDM

Based on 905 hedge funds · latest filing: 2026 Q1 · 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
905 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 — +51% more funds vs a year ago

fund count last 6Q
+304 new funds entered over the past year (+51% 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 sellers than buyers — 47% buying

415 buying466 selling
Last quarter: 466 funds reduced or exited vs 415 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-41 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 129 → 120 → 176 → 135. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 35% long-term, 33% new

■ 35% conviction (2yr+) ■ 32% medium ■ 33% new
Of the 905 current holders: 315 (35%) held >2 years, 294 held 1–2 years, and 296 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

106 → 129 → 120 → 176 → 135 new funds/Q
New funds entering each quarter: 129 → 120 → 176 → 135. 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, 43% new entrants

■ 39% veterans ■ 18% 1-2yr ■ 43% new
Of 905 current holders: 353 (39%) held 2+ years, 161 held 1–2 years, 391 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
33 of 904 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in GLDM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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.

Institutional Sentiment Summary — GLDM

In 2026 Q1, 415 hedge funds were net buyers of GLDM (135 opened a new position, 280 added to an existing one), while 466 reduced or exited (375 trimmed, 91 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in GLDM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +44 funds (more new holders than closures). Total institutional holders: 905.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 52 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: GLDM
2026 Q2 Stats Unlock in 2 days 890 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 890 861 3.37%
13F Shares 162M 163M -0.74%
Total Value $14.63B $13.94B 4.95%
New Positions 130 176 -46
Increased Positions 278 333 -55
Closed Positions 101 60 +41
Reduced Positions 369 253 +116
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GLDM

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Institutional Holders (2026 Q2)

890 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 GLDM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SBI Okasan Asset Management Co.Ltd. 20.55% 7,865,470 $624.9M
2 Hollow Brook Wealth Management LLC 19.72% 1,250,259 $99.3M
3 Argos Wealth Advisors, LLC 16.36% 777,903 $61.8M
4 Summitas Investment Management LLC 12.37% 209,626 $16.6M
5 Arizona PSPRS Trust 9.93% 3,356,524 $266.6M
6 LTS Liquid Investments LLC 9.67% 227,562 $18.1M
7 American Investment Services, Inc. 8.25% 491,625 $39.0M
8 McAlvany Wealth Management LLC 8.19% 137,885 $11.0M
9 Stapp Wealth Management, Pllc 7.58% 73,084 $5.8M
10 NavPoint Financial, Inc. 7.56% 256,791 $20.4M
11 Continuum Wealth Advisors, LLC 7.38% 275,191 $21.9M
12 RM Financial Services, LLC 6.83% 115,788 $9.2M
13 Sage Private Wealth Group, LLC 6.42% 179,875 $14.3M
14 Avid Wealth Partners LLC 6.33% 164,747 $13.1M
15 Peak Financial Advisors LLC 5.72% 173,948 $13.8M
16 Lam Group, INC. 5.55% 140,590 $11.2M
17 Mission Creek Capital Partners, Inc. 5.35% 382,931 $30.4M
18 Cassaday & Co Wealth Management LLC 4.97% 3,334,702 $264.8M
19 Evernest Financial Advisors, LLC 4.56% 274,270 $21.8M
20 Sentinel Pension Advisors, LLC 4.39% 421,382 $33.5M
21 Palladiem, LLC 4.30% 55,829 $4.4M
22 Copley Financial Group, Inc. 4.27% 88,903 $7.1M
23 TLT Family Holdco ULC 4.26% 377,800 $30.0M
24 Greenline Partners, LLC 4.23% 523,445 $41.6M
25 Roan Capital Partners 4.05% 61,544 $4.9M
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 sellers than buyers — 47% buying: Last quarter: 466 funds reduced or exited vs 415 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GLDM holders?

Elite ownership — 42% AUM from top-100 funds: 33 of 904 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in GLDM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GLDM?

Mixed — 35% long-term, 33% new: Of the 905 current holders: 315 (35%) held >2 years, 294 held 1–2 years, and 296 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.

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