WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 243 filers reported holding WORLD GOLD TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,272,123 | -8.8% | 498,421 | -5.3% | 0.48% | -6.6% |
| Q2 2023 | $20,040,524 | -70.0% | 526,136 | -69.2% | 0.52% | -71.7% |
| Q1 2023 | $66,902,416 | +4.1% | 1,710,622 | -3.7% | 1.82% | -10.0% |
| Q4 2022 | $64,285,431 | +9.3% | 1,776,331 | -0.4% | 2.03% | +12.6% |
| Q3 2022 | $58,807,000 | -9.7% | 1,783,099 | -1.8% | 1.80% | -5.4% |
| Q2 2022 | $65,130,000 | -1.8% | 1,815,209 | +5.3% | 1.90% | +11.6% |
| Q1 2022 | $66,341,000 | – | 1,724,482 | – | 1.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 315,879 | $11,580,124 | 20.34% |
| Hollow Brook Wealth Management LLC | 1,146,878 | $42,044,547 | 17.55% |
| Greenline Partners, LLC | 1,417,506 | $51,965,770 | 9.79% |
| Joseph Group Capital Management | 347,841 | $12,751,851 | 9.18% |
| PEAK FINANCIAL ADVISORS LLC | 220,224 | $8,073,412 | 8.73% |
| STAPP WEALTH MANAGEMENT, PLLC | 112,469 | $4,123,114 | 7.94% |
| EVOKE WEALTH, LLC | 5,433,367 | $199,187,232 | 7.01% |
| American Investment Services, Inc. | 853,083 | $31,274,029 | 6.68% |
| Burt Wealth Advisors | 566,221 | $20,757,662 | 6.38% |
| AIFG Consultants Ltd. | 192,959 | $7,073,877 | 5.87% |