WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 303 filers reported holding WORLD GOLD TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $944,362 | -3.8% | 25,760 | 0.0% | 0.04% | -9.8% |
| Q2 2023 | $981,198 | -2.6% | 25,760 | 0.0% | 0.04% | -16.3% |
| Q1 2023 | $1,007,474 | +8.1% | 25,760 | 0.0% | 0.05% | -12.5% |
| Q4 2022 | $932,254 | -25.1% | 25,760 | -31.7% | 0.06% | -31.7% |
| Q3 2022 | $1,244,000 | -8.1% | 37,716 | -0.0% | 0.08% | 0.0% |
| Q2 2022 | $1,354,000 | – | 37,731 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 3,640,212 | $120,054,000 | 19.14% |
| Hollow Brook Wealth Management LLC | 946,588 | $31,218,000 | 17.72% |
| Joseph Group Capital Management | 365,431 | $12,052,000 | 13.15% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,243,547 | $139,953,000 | 11.36% |
| Greenline Partners, LLC | 1,397,355 | $46,085,000 | 10.50% |
| STAPP WEALTH MANAGEMENT, PLLC | 76,169 | $2,512,000 | 7.33% |
| Wealthsimple Inc. | 5,859,730 | $193,254,000 | 7.19% |
| American Investment Services, Inc. | 899,106 | $29,653,000 | 7.06% |
| Warren Street Wealth Advisors, LLC | 210,774 | $6,951,000 | 7.00% |
| R. W. Roge & Company, Inc. | 270,687 | $9,006,000 | 6.38% |