WORLD GOLD TR - 98149E307
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Inspire Investing, LLC | History | No change | 82 | 6 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plum Street Advisors, LLC | History | Closed out | 0 | 0 | — | 4.1% | — | -127,752 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PALLADIEM, LLC | History | Closed out | 0 | 0 | — | 6.59% | — | -73,315 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 1.48% | — | -25,044 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Transce3nd, LLC | History | Closed out | 0 | 0 | — | 1.36% | — | -1,652 | -100.0% | Q2 2026 | Jul 24, 2026 |