WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 303 filers reported holding WORLD GOLD TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,539,000 | +0.7% | 1,023,962 | +4.6% | 0.01% | 0.0% |
Q2 2023 | $37,293,000 | +20.7% | 979,048 | +23.9% | 0.01% | +11.1% |
Q1 2023 | $30,910,000 | +37.0% | 790,324 | +26.7% | 0.01% | +50.0% |
Q4 2022 | $22,567,000 | -13.5% | 623,608 | -21.2% | 0.01% | -25.0% |
Q3 2022 | $26,088,000 | -33.7% | 790,969 | -27.8% | 0.01% | -33.3% |
Q2 2022 | $39,331,000 | +0.9% | 1,096,198 | +8.2% | 0.01% | +20.0% |
Q1 2022 | $38,986,000 | – | 1,013,365 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 4,045,613 | $155,635,000 | 24.75% |
3EDGE Asset Management, LP | 5,527,489 | $212,643,000 | 15.83% |
Hollow Brook Wealth Management LLC | 865,857 | $33,310,000 | 14.84% |
Joseph Group Capital Management | 342,752 | $13,186,000 | 13.29% |
January Capital Advisors LLC | 311,941 | $11,192,000 | 9.93% |
PEAK FINANCIAL ADVISORS LLC | 293,889 | $11,306,000 | 9.69% |
Coco Enterprises, LLC | 271,589 | $10,477,000 | 7.87% |
American Investment Services, Inc. | 867,051 | $33,355,000 | 7.32% |
Burt Wealth Advisors | 601,955 | $23,157,000 | 6.95% |
Wealthsimple Inc. | 5,743,549 | $220,954,000 | 6.93% |