CABOT WEALTH MANAGEMENT INC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 221 filers reported holding WORLD GOLD TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q1 2022$2,503,000
+40.1%
65,062
-33.8%
0.34%
+49.1%
Q4 2021$1,786,000
+13.3%
98,234
+8.7%
0.23%
+6.6%
Q3 2021$1,577,000
+6.4%
90,331
+7.3%
0.21%
+7.1%
Q2 2021$1,482,000
+10.0%
84,184
+6.2%
0.20%
+4.2%
Q1 2021$1,347,000
+18.5%
79,248
+32.0%
0.19%
+8.6%
Q4 2020$1,137,000
-38.7%
60,055
-39.2%
0.18%
-48.1%
Q3 2020$1,856,000
+211.4%
98,704
+194.1%
0.34%
+183.2%
Q2 2020$596,00033,5620.12%
Other shareholders
WORLD GOLD TR shareholders Q4 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 10,046,674$190,284,00024.66%
RGT Wealth Advisors, LLC 6,148,203$116,447,00024.43%
Hollow Brook Wealth Management LLC 2,146,369$40,652,00024.21%
3EDGE Asset Management, LP 9,476,363$179,482,00016.06%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 14,488,204$274,407,00014.44%
American Investment Services, Inc. 1,342,335$25,424,0007.72%
Burt Wealth Advisors 1,145,760$21,701,0007.48%
Tidal Investments LLC 5,537,531$104,881,0007.25%
EVOKE WEALTH, LLC 5,400,446$102,284,0006.90%
PALLADIEM, LLC 357,950$6,780,0006.35%
View complete list of WORLD GOLD TR shareholders