Marble Harbor Investment Counsel, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 174 filers reported holding WORLD GOLD TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Marble Harbor Investment Counsel, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$2,493,000
+9.1%
137,150
+4.7%
0.29%
-5.8%
Q3 2021$2,286,000
-9.1%
130,950
-8.3%
0.31%
-5.2%
Q2 2021$2,516,000
+0.6%
142,850
-3.0%
0.32%
-5.0%
Q1 2021$2,502,000
-6.9%
147,200
+3.7%
0.34%
-13.6%
Q4 2020$2,688,000
+4.1%
141,900
+3.3%
0.40%
-6.4%
Q3 2020$2,583,000
+5.9%
137,4000.0%0.42%
-0.2%
Q2 2020$2,440,000
+14.9%
137,400
+1.7%
0.42%
+1.4%
Q1 2020$2,124,000
+3.9%
135,1000.0%0.42%
+29.4%
Q4 2019$2,045,000
+0.4%
135,100
-2.5%
0.32%
-10.8%
Q3 2019$2,037,000
+22.6%
138,600
+17.6%
0.36%
+26.1%
Q2 2019$1,661,000
+9.1%
117,9000.0%0.29%
+5.9%
Q1 2019$1,522,000
+4.7%
117,900
+4.1%
0.27%
-6.6%
Q4 2018$1,453,000113,3000.29%
Other shareholders
WORLD GOLD TR shareholders Q2 2020
NameSharesValueWeighting ↓
Richard C. Young & CO., LTD. 857,727$30,775,0003.99%
RETIREMENT INCOME SOLUTIONS, INC 155,868$5,593,0001.99%
Requisite Capital Management, LLC 38,287$1,452,0000.48%
CATALYST PRIVATE WEALTH, LLC 13,372$480,0000.34%
FirstPurpose Wealth LLC 10,083$362,0000.24%
Belpointe Asset Management LLC 57,725$2,071,0000.14%
Windsor Wealth Management, Inc. 7,979$276,0000.07%
HBC Financial Services, PLLC 511$17,0000.01%
COLONY GROUP LLC 12,990$466,0000.01%
Retirement Group, LLC 169$6,0000.00%
View complete list of WORLD GOLD TR shareholders