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 | $5,270,682 | +2.3% | 143,772 | +6.3% | 0.69% | -3.9% |
| Q2 2023 | $5,151,825 | -5.0% | 135,254 | -2.4% | 0.72% | -11.4% |
| Q1 2023 | $5,420,920 | +10.2% | 138,607 | +2.0% | 0.81% | +5.5% |
| Q4 2022 | $4,919,922 | +8.4% | 135,947 | -1.2% | 0.77% | +2.7% |
| Q3 2022 | $4,539,000 | -3.0% | 137,634 | +5.6% | 0.75% | -0.3% |
| Q2 2022 | $4,678,000 | -2.1% | 130,383 | +5.0% | 0.75% | +18.5% |
| Q1 2022 | $4,776,000 | – | 124,138 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 4,045,613 | $155,635,000 | 24.75% |
| 3EDGE Asset Management, LP | 5,527,489 | $212,643,000 | 15.83% |
| Hollow Brook Wealth Management LLC | 865,857 | $33,310,000 | 14.84% |
| Joseph Group Capital Management | 342,752 | $13,186,000 | 13.29% |
| January Capital Advisors LLC | 311,941 | $11,192,000 | 9.93% |
| PEAK FINANCIAL ADVISORS LLC | 293,889 | $11,306,000 | 9.69% |
| Coco Enterprises, LLC | 271,589 | $10,477,000 | 7.87% |
| American Investment Services, Inc. | 867,051 | $33,355,000 | 7.32% |
| Burt Wealth Advisors | 601,955 | $23,157,000 | 6.95% |
| Wealthsimple Inc. | 5,743,549 | $220,954,000 | 6.93% |