HARBOR INVESTMENT ADVISORY, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 252 filers reported holding WORLD GOLD TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q4 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 10,046,674$190,284,00024.66%
RGT Wealth Advisors, LLC 6,148,203$116,447,00024.43%
Hollow Brook Wealth Management LLC 2,146,369$40,652,00024.21%
3EDGE Asset Management, LP 9,476,363$179,482,00016.06%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 14,488,204$274,407,00014.44%
American Investment Services, Inc. 1,342,335$25,424,0007.72%
Burt Wealth Advisors 1,145,760$21,701,0007.48%
Tidal Investments LLC 5,537,531$104,881,0007.25%
EVOKE WEALTH, LLC 5,400,446$102,284,0006.90%
PALLADIEM, LLC 357,950$6,780,0006.35%
View complete list of WORLD GOLD TR shareholders