Richard C. Young & CO., LTD. - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 5 filers reported holding WORLD GOLD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Richard C. Young & CO., LTD. ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$32,189,970
-4.0%
878,068
-0.2%
4.58%
-0.5%
Q2 2023$33,520,744
-1.9%
880,041
+0.7%
4.60%
-2.2%
Q1 2023$34,171,288
+8.7%
873,723
+0.6%
4.71%
+12.5%
Q4 2022$31,428,121
+9.5%
868,420
-0.2%
4.18%
-4.7%
Q3 2022$28,696,000
-6.8%
870,117
+1.4%
4.39%
+10.1%
Q2 2022$30,775,000
-4.9%
857,727
+2.0%
3.99%
-3.5%
Q1 2022$32,363,000
+8.8%
841,263
-48.6%
4.13%
+10.2%
Q4 2021$29,758,000
+5.8%
1,636,860
+1.6%
3.75%
-2.8%
Q3 2021$28,122,000
+0.3%
1,610,636
+1.2%
3.86%
+8.4%
Q2 2021$28,031,000
-4.6%
1,591,748
-7.9%
3.56%
-8.7%
Q1 2021$29,372,000
-6.5%
1,727,754
+4.1%
3.90%
-18.5%
Q4 2020$31,424,000
-31.1%
1,659,125
-31.6%
4.78%
-34.9%
Q3 2020$45,609,000
+6.9%
2,426,033
+1.0%
7.35%
+3.5%
Q2 2020$42,649,000
+13.4%
2,401,385
+0.4%
7.10%
-2.5%
Q1 2020$37,598,000
+58.7%
2,391,702
+52.9%
7.29%
+84.7%
Q4 2019$23,686,000
+26.0%
1,564,481
+22.3%
3.95%
+16.7%
Q3 2019$18,801,0001,279,0053.38%
Other shareholders
WORLD GOLD TR shareholders Q3 2023
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