WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 327 filers reported holding WORLD GOLD TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,769,830 | +6.6% | 407,243 | +1.9% | 0.03% | +3.8% |
| Q1 2024 | $17,601,147 | +6.9% | 399,572 | -0.7% | 0.03% | -3.7% |
| Q4 2023 | $16,457,520 | +11.0% | 402,286 | -0.6% | 0.03% | 0.0% |
| Q3 2023 | $14,832,709 | -31.0% | 404,602 | -28.3% | 0.03% | -28.9% |
| Q2 2023 | $21,486,683 | -10.6% | 564,103 | -8.3% | 0.04% | -17.4% |
| Q1 2023 | $24,046,197 | +50.0% | 614,835 | +38.8% | 0.05% | +43.8% |
| Q4 2022 | $16,033,581 | +8.4% | 443,039 | -1.2% | 0.03% | -3.0% |
| Q3 2022 | $14,791,000 | -59.2% | 448,471 | -55.6% | 0.03% | -58.2% |
| Q2 2022 | $36,230,000 | +2.4% | 1,009,756 | +9.7% | 0.08% | +17.9% |
| Q1 2022 | $35,396,000 | – | 920,098 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 1,421,577 | $54,147,868 | 80.29% |
| Hollow Brook Wealth Management LLC | 1,145,867 | $43,646,074 | 18.87% |
| Joseph Group Capital Management | 342,624 | $13,050,548 | 10.97% |
| Greenline Partners, LLC | 1,393,619 | $53,082,947 | 9.93% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,631,526 | $176,414,825 | 9.74% |
| 3EDGE Asset Management, LP | 3,175,560 | $120,957,061 | 9.11% |
| STAPP WEALTH MANAGEMENT, PLLC | 113,308 | $4,315,902 | 8.55% |
| Cassaday & Co Wealth Management LLC | 5,250,656 | $199,997,488 | 7.93% |
| Piedmont Capital Management, LLC | 264,916 | $10,090,650 | 7.66% |
| EVOKE WEALTH, LLC | 5,250,545 | $199,993,251 | 6.95% |