WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 366 filers reported holding WORLD GOLD TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $550,453 | +4.6% | 11,943 | 0.0% | 0.20% | -3.8% |
Q1 2024 | $526,089 | +7.7% | 11,943 | 0.0% | 0.21% | -2.8% |
Q4 2023 | $488,588 | +11.6% | 11,943 | 0.0% | 0.22% | -1.4% |
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 ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 4,045,613 | $155,635,000 | 24.75% |
3EDGE Asset Management, LP | 5,527,489 | $212,643,000 | 15.83% |
Hollow Brook Wealth Management LLC | 865,857 | $33,310,000 | 14.84% |
Joseph Group Capital Management | 342,752 | $13,186,000 | 13.29% |
January Capital Advisors LLC | 311,941 | $11,192,000 | 9.93% |
PEAK FINANCIAL ADVISORS LLC | 293,889 | $11,306,000 | 9.69% |
Piedmont Capital Management, LLC | 271,589 | $10,477,000 | 7.87% |
American Investment Services, Inc. | 867,051 | $33,355,000 | 7.32% |
Burt Wealth Advisors | 601,955 | $23,157,000 | 6.95% |
Wealthsimple Inc. | 5,743,549 | $220,954,000 | 6.93% |