Sumitomo Mitsui Trust Holdings, Inc. - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 260 filers reported holding WORLD GOLD TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Sumitomo Mitsui Trust Holdings, Inc. ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$564,564,000
+2.9%
15,400,000
+6.9%
0.46%
+8.7%
Q2 2023$548,496,000
-2.6%
14,400,0000.0%0.43%
+1.7%
Q1 2023$563,184,000
+18.8%
14,400,000
+9.9%
0.42%
+12.0%
Q4 2022$474,089,000
+19.8%
13,100,000
+9.2%
0.38%
+15.4%
Q3 2022$395,760,000
+18.6%
12,000,000
+29.0%
0.32%
+26.5%
Q2 2022$333,684,0009,300,0000.26%
Other shareholders
WORLD GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,045,613$155,635,00024.75%
3EDGE Asset Management, LP 5,527,489$212,643,00015.83%
Hollow Brook Wealth Management LLC 865,857$33,310,00014.84%
Joseph Group Capital Management 342,752$13,186,00013.29%
January Capital Advisors LLC 311,941$11,192,0009.93%
PEAK FINANCIAL ADVISORS LLC 293,889$11,306,0009.69%
Coco Enterprises, LLC 271,589$10,477,0007.87%
American Investment Services, Inc. 867,051$33,355,0007.32%
Burt Wealth Advisors 601,955$23,157,0006.95%
Wealthsimple Inc. 5,743,549$220,954,0006.93%
View complete list of WORLD GOLD TR shareholders