APPLETON PARTNERS INC/MA - WORLD GOLD TR ownership

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
APPLETON PARTNERS INC/MA ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2023$321
+11.8%
7,8400.0%0.03%0.0%
Q3 2023$287
-3.7%
7,840
+0.3%
0.03%
+4.0%
Q2 2023$298
-2.3%
7,820
+0.2%
0.02%
-7.4%
Q1 2023$305
+8.2%
7,8030.0%0.03%0.0%
Q4 2022$282
-99.9%
7,803
-5.9%
0.03%0.0%
Q3 2022$274,0008,2930.03%
Other shareholders
WORLD GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,045,613$155,635,00024.75%
3EDGE Asset Management, LP 5,527,489$212,643,00015.83%
Hollow Brook Wealth Management LLC 865,857$33,310,00014.84%
Joseph Group Capital Management 342,752$13,186,00013.29%
January Capital Advisors LLC 311,941$11,192,0009.93%
PEAK FINANCIAL ADVISORS LLC 293,889$11,306,0009.69%
Coco Enterprises, LLC 271,589$10,477,0007.87%
American Investment Services, Inc. 867,051$33,355,0007.32%
Burt Wealth Advisors 601,955$23,157,0006.95%
Wealthsimple Inc. 5,743,549$220,954,0006.93%
View complete list of WORLD GOLD TR shareholders