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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Plum Street Advisors, LLC | History | New | 127,752 | 11,841 | 4.1% | — | 1 | +127,752 | New | Q1 2026 | May 14, 2026 |
| PALLADIEM, LLC | History | New | 73,315 | 6,907 | 6.59% | — | 2 | +73,315 | New | Q1 2026 | May 06, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 25,044 | 2,321 | 1.48% | 1.97% | 3 | -9,129 | -26.71% | Q1 2026 | Apr 27, 2026 |
| Transce3nd, LLC | History | New | 1,652 | 153 | 1.36% | — | 4 | +1,652 | New | Q1 2026 | May 07, 2026 |
| Inspire Investing, LLC | History | No change | 82 | 7 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |