WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 387 filers reported holding WORLD GOLD TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,899,463 | +5.6% | 518,539 | +0.9% | 2.57% | +3.4% |
| Q1 2024 | $22,633,199 | +7.1% | 513,807 | -0.5% | 2.48% | -0.8% |
| Q4 2023 | $21,126,661 | +11.8% | 516,418 | +0.2% | 2.50% | +0.4% |
| Q3 2023 | $18,900,393 | -4.3% | 515,559 | -0.6% | 2.49% | -3.1% |
| Q2 2023 | $19,748,218 | -5.9% | 518,462 | -3.4% | 2.57% | -6.6% |
| Q1 2023 | $20,996,830 | +11.6% | 536,866 | +3.3% | 2.76% | +8.5% |
| Q4 2022 | $18,816,339 | +10.1% | 519,932 | +0.3% | 2.54% | +3.3% |
| Q3 2022 | $17,090,000 | -5.9% | 518,186 | +2.4% | 2.46% | +3.8% |
| Q2 2022 | $18,163,000 | +152.3% | 506,229 | +170.5% | 2.37% | +196.2% |
| Q1 2022 | $7,200,000 | – | 187,158 | – | 0.80% | – |
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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% |
| Piedmont Capital Management, 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% |