WestEnd Advisors, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 60 filers reported holding WORLD GOLD TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WestEnd Advisors, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$20,452,000
+5.8%
1,125
+1.6%
0.00%0.0%
Q3 2021$19,328,000
+5.9%
1,107
+6.9%
0.00%0.0%
Q2 2021$18,243,000
+0.8%
1,036
-2.7%
0.00%0.0%
Q1 2021$18,105,000
-78.5%
1,065
-76.1%
0.00%
-75.0%
Q4 2020$84,339,000
+11.8%
4,453
+11.0%
0.00%0.0%
Q3 2020$75,444,000
+3.4%
4,013
-2.3%
0.00%
-20.0%
Q2 2020$72,940,000
+77.8%
4,107
+57.4%
0.01%
+66.7%
Q1 2020$41,029,000
-15.5%
2,610
-18.6%
0.00%
-25.0%
Q4 2019$48,554,000
+3.0%
3,2070.0%0.00%0.0%
Q3 2019$47,142,000
+4.3%
3,2070.0%0.00%0.0%
Q2 2019$45,186,000
+9.1%
3,2070.0%0.00%0.0%
Q1 2019$41,402,0003,2070.00%
Other shareholders
WORLD GOLD TR shareholders Q1 2019
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