WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 6 filers reported holding WORLD GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 1,379,577 | $53,955,256 | 66.78% |
| Hollow Brook Wealth Management LLC | 1,078,664 | $42,186,549 | 19.99% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,631,526 | $181,138,982 | 13.60% |
| Joseph Group Capital Management | 360,469 | $14,097,943 | 12.37% |
| 3EDGE Asset Management, LP | 3,949,131 | $154,450,494 | 11.63% |
| Greenline Partners, LLC | 1,375,743 | $53,806,400 | 10.27% |
| Cassaday & Co Wealth Management LLC | 5,235,784 | $204,771,513 | 8.73% |
| Coco Enterprises, LLC | 263,726 | $10,353,863 | 8.29% |
| EVOKE WEALTH, LLC | 5,045,680 | $191,833,607 | 6.98% |
| AIFG Consultants Ltd. | 210,270 | $8,223,660 | 6.96% |