WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 303 filers reported holding WORLD GOLD TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,830 | -3.8% | 11,943 | 0.0% | 0.22% | +7.4% |
| Q2 2023 | $454,909 | -2.6% | 11,943 | 0.0% | 0.20% | -4.2% |
| Q1 2023 | $467,091 | +8.1% | 11,943 | 0.0% | 0.21% | +7.6% |
| Q4 2022 | $432,217 | +15.0% | 11,943 | +4.7% | 0.20% | -14.7% |
| Q3 2022 | $376,000 | -5.8% | 11,403 | +2.4% | 0.23% | +3.1% |
| Q2 2022 | $399,000 | -6.8% | 11,133 | 0.0% | 0.22% | +4.2% |
| Q1 2022 | $428,000 | – | 11,133 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 315,879 | $11,580,124 | 20.34% |
| Hollow Brook Wealth Management LLC | 1,146,878 | $42,044,547 | 17.55% |
| Greenline Partners, LLC | 1,417,506 | $51,965,770 | 9.79% |
| Joseph Group Capital Management | 347,841 | $12,751,851 | 9.18% |
| PEAK FINANCIAL ADVISORS LLC | 220,224 | $8,073,412 | 8.73% |
| STAPP WEALTH MANAGEMENT, PLLC | 112,469 | $4,123,114 | 7.94% |
| EVOKE WEALTH, LLC | 5,433,367 | $199,187,232 | 7.01% |
| American Investment Services, Inc. | 853,083 | $31,274,029 | 6.68% |
| Burt Wealth Advisors | 566,221 | $20,757,662 | 6.38% |
| AIFG Consultants Ltd. | 192,959 | $7,073,877 | 5.87% |