HARBOR INVESTMENT ADVISORY, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 235 filers reported holding WORLD GOLD TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$3,302,000
+10.3%
181,641
+5.9%
0.42%
+3.0%
Q3 2021$2,994,000
-2.5%
171,499
-1.7%
0.41%
-2.4%
Q2 2021$3,071,000
+4.8%
174,417
+1.2%
0.42%
-5.7%
Q1 2021$2,930,000
-5.0%
172,381
+5.8%
0.44%
-10.7%
Q4 2020$3,085,000
+17.4%
162,908
+16.5%
0.49%
-1.8%
Q3 2020$2,628,000
+15.8%
139,801
+9.4%
0.50%
+4.4%
Q2 2020$2,270,000
+44.9%
127,803
+28.2%
0.48%
+14.2%
Q1 2020$1,567,000
+29.8%
99,706
+25.0%
0.42%
+51.8%
Q4 2019$1,207,00079,7540.28%
Other shareholders
WORLD GOLD TR shareholders Q2 2021
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