AVANTAX ADVISORY SERVICES, 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
AVANTAX ADVISORY SERVICES, INC. ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$4,182,000
+7.3%
230,046
+3.1%
0.06%
-3.1%
Q3 2021$3,899,000
+3.9%
223,040
+4.7%
0.06%
-4.4%
Q2 2021$3,752,000
+12.9%
212,960
+9.1%
0.07%
-4.2%
Q1 2021$3,324,000
+43.0%
195,226
+59.1%
0.07%
+29.1%
Q4 2020$2,325,000
+37.2%
122,694
+35.8%
0.06%
+103.7%
Q3 2020$1,695,000
+31.1%
90,352
+24.0%
0.03%
-27.0%
Q2 2020$1,293,000
+18.2%
72,890
+4.5%
0.04%
+12.1%
Q1 2020$1,094,000
+38.0%
69,735
+33.2%
0.03%
+83.3%
Q4 2019$793,000
+90.2%
52,341
+82.9%
0.02%
+5.9%
Q3 2019$417,00028,6220.02%
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