WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 327 filers reported holding WORLD GOLD TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $219,941 | -5.5% | 4,772 | -9.7% | 0.01% | 0.0% |
| Q1 2024 | $232,804 | -24.6% | 5,285 | -30.0% | 0.01% | -25.0% |
| Q4 2023 | $308,707 | +16.9% | 7,546 | +4.7% | 0.01% | 0.0% |
| Q3 2023 | $264,172 | -5.3% | 7,206 | -1.6% | 0.01% | 0.0% |
| Q2 2023 | $278,971 | -3.8% | 7,324 | -1.2% | 0.01% | -11.1% |
| Q1 2023 | $289,922 | +51.4% | 7,413 | +40.1% | 0.01% | +50.0% |
| Q4 2022 | $191,517 | +9.4% | 5,292 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $175,000 | -99.7% | 5,292 | +228.1% | 0.01% | +200.0% |
| Q2 2022 | $57,874,000 | +12.1% | 1,613 | +20.2% | 0.00% | +100.0% |
| Q1 2022 | $51,626,000 | – | 1,342 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 1,421,577 | $54,147,868 | 80.29% |
| Hollow Brook Wealth Management LLC | 1,145,867 | $43,646,074 | 18.87% |
| Joseph Group Capital Management | 342,624 | $13,050,548 | 10.97% |
| Greenline Partners, LLC | 1,393,619 | $53,082,947 | 9.93% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,631,526 | $176,414,825 | 9.74% |
| 3EDGE Asset Management, LP | 3,175,560 | $120,957,061 | 9.11% |
| STAPP WEALTH MANAGEMENT, PLLC | 113,308 | $4,315,902 | 8.55% |
| Cassaday & Co Wealth Management LLC | 5,250,656 | $199,997,488 | 7.93% |
| Piedmont Capital Management, LLC | 264,916 | $10,090,650 | 7.66% |
| EVOKE WEALTH, LLC | 5,250,545 | $199,993,251 | 6.95% |