WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 327 filers reported holding WORLD GOLD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,230,824 | +5.7% | 906,460 | +9.8% | 0.52% | +6.8% |
| Q2 2023 | $31,437,962 | +14.9% | 825,360 | +18.0% | 0.48% | -2.2% |
| Q1 2023 | $27,350,014 | +25.1% | 699,310 | +15.8% | 0.49% | +11.3% |
| Q4 2022 | $21,857,312 | +43.9% | 603,960 | +31.2% | 0.44% | +27.7% |
| Q3 2022 | $15,188,000 | +24.3% | 460,510 | +35.2% | 0.35% | +18.4% |
| Q2 2022 | $12,217,000 | -9.3% | 340,510 | -2.8% | 0.29% | +2.4% |
| Q1 2022 | $13,473,000 | – | 350,210 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 315,879 | $11,580,124 | 20.34% |
| Hollow Brook Wealth Management LLC | 1,146,878 | $42,044,547 | 17.55% |
| Greenline Partners, LLC | 1,417,506 | $51,965,770 | 9.79% |
| Joseph Group Capital Management | 347,841 | $12,751,851 | 9.18% |
| PEAK FINANCIAL ADVISORS LLC | 220,224 | $8,073,412 | 8.73% |
| STAPP WEALTH MANAGEMENT, PLLC | 112,469 | $4,123,114 | 7.94% |
| EVOKE WEALTH, LLC | 5,433,367 | $199,187,232 | 7.01% |
| American Investment Services, Inc. | 853,083 | $31,274,029 | 6.68% |
| Burt Wealth Advisors | 566,221 | $20,757,662 | 6.38% |
| AIFG Consultants Ltd. | 192,959 | $7,073,877 | 5.87% |