GOULD ASSET MANAGEMENT LLC /CA/ - 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
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of WORLD GOLD TR
ValueSharesWeighting
Q1 2022$11,542,000
+105.7%
300,030
-2.8%
3.31%
+110.4%
Q4 2021$5,611,000
+404.6%
308,651
+384.5%
1.57%
+358.3%
Q3 2021$1,112,000
-86.6%
63,711
-86.4%
0.34%
-85.4%
Q2 2021$8,280,000
+298.7%
470,186
+284.8%
2.36%
+271.6%
Q1 2021$2,077,000
-82.6%
122,176
-80.6%
0.63%
-82.5%
Q4 2020$11,921,000
+7.8%
629,401
+7.0%
3.63%
-2.8%
Q3 2020$11,056,000
+5.5%
588,071
-0.4%
3.73%
+1.6%
Q2 2020$10,484,000
+9.4%
590,335
-3.2%
3.67%
+0.5%
Q1 2020$9,586,000
+221.8%
609,805
+209.9%
3.65%
+269.5%
Q4 2019$2,979,000
+10.3%
196,775
+7.1%
0.99%
+3.6%
Q3 2019$2,700,000183,7050.96%
Other shareholders
WORLD GOLD TR shareholders Q4 2020
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