FORBES J M & CO LLP - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 367 filers reported holding WORLD GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
FORBES J M & CO LLP ownership history of WORLD GOLD TR
ValueSharesWeighting
Q2 2024$1,323,290
+4.6%
28,7110.0%0.14%
-0.7%
Q1 2024$1,264,720
+7.7%
28,7110.0%0.14%
+0.7%
Q4 2023$1,174,567
+11.6%
28,7110.0%0.14%
-0.7%
Q3 2023$1,052,545
+96110.7%
28,7110.0%0.14%
+0.7%
Q2 2023$1,09428,7110.14%
Other shareholders
WORLD GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
MEDICI CAPITAL LLC 1,421,577$54,147,86880.29%
Hollow Brook Wealth Management LLC 1,145,867$43,646,07418.87%
Joseph Group Capital Management 342,624$13,050,54810.97%
Greenline Partners, LLC 1,393,619$53,082,9479.93%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 4,631,526$176,414,8259.74%
3EDGE Asset Management, LP 3,175,560$120,957,0619.11%
STAPP WEALTH MANAGEMENT, PLLC 113,308$4,315,9028.55%
Cassaday & Co Wealth Management LLC 5,250,656$199,997,4887.93%
Piedmont Capital Management, LLC 264,916$10,090,6507.66%
EVOKE WEALTH, LLC 5,250,545$199,993,2516.95%
View complete list of WORLD GOLD TR shareholders