Marble Harbor Investment Counsel, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 33 filers reported holding WORLD GOLD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2022
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