Gradient Investments LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 224 filers reported holding WORLD GOLD TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$59,035,000
+13.4%
3,247,254
+8.9%
1.50%
+2.6%
Q3 2021$52,082,000
+7.3%
2,982,917
+8.2%
1.46%
+2.7%
Q2 2021$48,529,000
+10.9%
2,755,769
+7.1%
1.42%
-0.2%
Q1 2021$43,758,000
-12.1%
2,573,984
-2.8%
1.42%
-32.7%
Q4 2020$49,790,000
-0.7%
2,648,413
-0.7%
2.11%
+0.3%
Q3 2020$50,143,000
+1639.3%
2,667,167
+1543.2%
2.11%
+1507.6%
Q2 2020$2,883,000
-90.2%
162,315
-91.4%
0.13%
-91.8%
Q1 2020$29,510,000
-2.7%
1,877,257
-6.3%
1.59%
+17.7%
Q4 2019$30,337,000
+870.2%
2,003,787
+841.9%
1.35%
+783.0%
Q3 2019$3,127,000212,7500.15%
Other shareholders
WORLD GOLD TR shareholders Q1 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