CABOT WEALTH MANAGEMENT INC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 33 filers reported holding WORLD GOLD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Inc. 15,135,075$275,156,00025.87%
RGT Wealth Advisors, LLC 7,967,736$144,853,00022.10%
3EDGE Asset Management, LP 10,574,433$192,243,00016.46%
Hollow Brook Wealth Management LLC 1,638,656$29,791,00015.28%
American Investment Services, Inc. 1,735,722$31,555,0006.91%
January Capital Advisors LLC 476,802$8,668,0006.89%
Warren Street Wealth Advisors, LLC 397,850$7,233,0006.69%
Tidal Investments LLC 9,083,838$165,144,0005.06%
Capital Planning Advisors, LLC 1,392,679$25,319,0004.82%
Timber Creek Capital Management LLC 799,786$14,540,0004.33%
View complete list of WORLD GOLD TR shareholders