Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WORLD GOLD TR (GLDM)

806 + 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
↑ +116
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — GLDM

Based on 861 hedge funds · latest filing: 2025 Q4 · 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
861 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 — +65% more funds vs a year ago

fund count last 6Q
+340 new funds entered over the past year (+65% 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 buyers than sellers — 62% buying

509 buying313 selling
Last quarter: 509 funds were net buyers (176 opened a brand new position + 333 added to an existing one). Only 313 were sellers (253 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+56 vs last Q)

new funds entering per quarter
Funds opening a new GLDM position: 106 → 127 → 120 → 176. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 34% new

■ 34% conviction (2yr+) ■ 32% medium ■ 34% new
Of the 861 current holders: 293 (34%) held >2 years, 273 held 1–2 years, and 295 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

109 → 106 → 127 → 120 → 176 new funds/Q
New funds entering each quarter: 106 → 127 → 120 → 176. A growing number of institutions are discovering GLDM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 48% new entrants

■ 38% veterans ■ 14% 1-2yr ■ 48% new
Of 861 current holders: 327 (38%) held 2+ years, 122 held 1–2 years, 412 (48%) 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
31 of 861 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 2025 Q4, 509 hedge funds were net buyers of GLDM (176 opened a new position, 333 added to an existing one), while 313 reduced or exited (253 trimmed, 60 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 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: +116 funds (more new holders than closures). Total institutional holders: 861.

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

-- --

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

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

50 top-rated funds 51 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
7.1
/ 10
conviction
Hedge Fund Positioning: GLDM
2026 Q1 Stats Unlock in 4 days 806 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 806 697 15.64%
13F Shares 139M 131M 5.86%
Total Value $11.88B $10.02B 18.52%
New Positions 163 108 +55
Increased Positions 309 330 -21
Closed Positions 53 62 -9
Reduced Positions 239 159 +80
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 Q1)

806 + 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:
Top 25 institutional holders of GLDM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hollow Brook Wealth Management LLC 28.86% 1,220,485 $113.1M
2 Argos Wealth Advisors, LLC 20.78% 779,777 $72.3M
3 Verde Servicos Internacionais S.A. 16.90% 595,207 $55K
4 Summitas Investment Management LLC 15.96% 219,654 $20.4M
5 EVOKE WEALTH, LLC 12.44% 7,472,647 $692.6M
6 Piedmont Capital Management, LLC 10.44% 222,303 $20.5M
7 My Portfolio Guide, LLC 10.42% 203,402 $18.8M
8 CONTINUUM WEALTH ADVISORS, LLC 9.79% 254,653 $23.6M
9 American Investment Services, Inc. 9.70% 469,354 $43.5M
10 NavPoint Financial, Inc. 9.64% 257,179 $23.8M
11 McAlvany Wealth Management LLC 9.56% 159,084 $14.2M
12 Copley Financial Group, Inc. 9.22% 164,903 $15.3M
13 RM Financial Services, LLC 9.22% 115,281 $10.7M
14 STAPP WEALTH MANAGEMENT, PLLC 8.57% 72,439 $6.7M
15 SAGE PRIVATE WEALTH GROUP, LLC 7.73% 165,617 $15.4M
16 Tradewinds Capital Management, LLC 7.62% 413,927 $38.4M
17 Brindle & Bay Financial Advisors, LLC 7.23% 127,109 $11.8M
18 Mission Creek Capital Partners, Inc. 7.10% 383,975 $35.6M
19 LAM GROUP, INC. 7.10% 139,375 $12.9M
20 Roan Capital Partners 6.92% 80,830 $7.5M
21 PEAK FINANCIAL ADVISORS LLC 6.79% 165,427 $15.3M
22 SBI Okasan Asset Management Co.Ltd. 6.77% 1,849,410 $165.2M
23 Avid Wealth Partners LLC 6.76% 154,324 $14.3M
24 PALLADIEM, LLC 6.59% 73,315 $6.9M
25 Cassaday & Co Wealth Management LLC 6.57% 3,328,360 $308.5M
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 buyers than sellers — 62% buying: Last quarter: 509 funds were net buyers (176 opened a brand new position + 333 added to an existing one). Only 313 were sellers (253 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GLDM holders?

Elite ownership — 42% AUM from top-100 funds: 31 of 861 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 — 34% long-term, 34% new: Of the 861 current holders: 293 (34%) held >2 years, 273 held 1–2 years, and 295 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.