CABOT WEALTH MANAGEMENT INC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 260 filers reported holding WORLD GOLD TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$2,442
-3.6%
66,608
+0.2%
0.37%
-1.1%
Q2 2023$2,532
-2.3%
66,479
+0.4%
0.38%
-7.6%
Q1 2023$2,591
+10.6%
66,241
+2.3%
0.41%
+3.5%
Q4 2022$2,342
-99.9%
64,727
-5.4%
0.40%
+3.4%
Q3 2022$2,256,000
-4.9%
68,391
+3.5%
0.38%
+1.6%
Q2 2022$2,371,00066,0680.38%
Other shareholders
WORLD GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
MEDICI CAPITAL LLC 315,879$11,580,12420.34%
Hollow Brook Wealth Management LLC 1,146,878$42,044,54717.55%
Greenline Partners, LLC 1,417,506$51,965,7709.79%
Joseph Group Capital Management 347,841$12,751,8519.18%
PEAK FINANCIAL ADVISORS LLC 220,224$8,073,4128.73%
STAPP WEALTH MANAGEMENT, PLLC 112,469$4,123,1147.94%
EVOKE WEALTH, LLC 5,433,367$199,187,2327.01%
American Investment Services, Inc. 853,083$31,274,0296.68%
Burt Wealth Advisors 566,221$20,757,6626.38%
AIFG Consultants Ltd. 192,959$7,073,8775.87%
View complete list of WORLD GOLD TR shareholders