WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 204 filers reported holding WORLD GOLD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,537,789 | -6.3% | 69,225 | -2.6% | 0.33% | -2.3% |
| Q2 2023 | $2,707,247 | -3.4% | 71,075 | -0.8% | 0.34% | -6.1% |
| Q1 2023 | $2,801,254 | +3.7% | 71,625 | -4.0% | 0.36% | -0.3% |
| Q4 2022 | $2,700,679 | +17.9% | 74,625 | +7.5% | 0.36% | +4.0% |
| Q3 2022 | $2,290,000 | -7.4% | 69,425 | +0.7% | 0.35% | -7.2% |
| Q2 2022 | $2,473,000 | -6.7% | 68,925 | 0.0% | 0.38% | +14.6% |
| Q1 2022 | $2,652,000 | – | 68,925 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 4,045,613 | $155,635,000 | 24.75% |
| 3EDGE Asset Management, LP | 5,527,489 | $212,643,000 | 15.83% |
| Hollow Brook Wealth Management LLC | 865,857 | $33,310,000 | 14.84% |
| Joseph Group Capital Management | 342,752 | $13,186,000 | 13.29% |
| January Capital Advisors LLC | 311,941 | $11,192,000 | 9.93% |
| PEAK FINANCIAL ADVISORS LLC | 293,889 | $11,306,000 | 9.69% |
| Coco Enterprises, LLC | 271,589 | $10,477,000 | 7.87% |
| American Investment Services, Inc. | 867,051 | $33,355,000 | 7.32% |
| Burt Wealth Advisors | 601,955 | $23,157,000 | 6.95% |
| Wealthsimple Inc. | 5,743,549 | $220,954,000 | 6.93% |