WestEnd Advisors, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 198 filers reported holding WORLD GOLD TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

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 Q3 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 10,046,674$190,284,00024.66%
RGT Wealth Advisors, LLC 6,148,203$116,447,00024.43%
Hollow Brook Wealth Management LLC 2,146,369$40,652,00024.21%
3EDGE Asset Management, LP 9,476,363$179,482,00016.06%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 14,488,204$274,407,00014.44%
American Investment Services, Inc. 1,342,335$25,424,0007.72%
Burt Wealth Advisors 1,145,760$21,701,0007.48%
Tidal Investments LLC 5,537,531$104,881,0007.25%
EVOKE WEALTH, LLC 5,400,446$102,284,0006.90%
PALLADIEM, LLC 357,950$6,780,0006.35%
View complete list of WORLD GOLD TR shareholders