WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 367 filers reported holding WORLD GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,155,060 | +9.9% | 545,781 | +5.0% | 0.07% | +10.0% |
| Q1 2024 | $22,892,031 | +5.1% | 519,683 | -2.4% | 0.06% | -16.7% |
| Q4 2023 | $21,775,450 | +40.2% | 532,277 | +25.7% | 0.07% | -5.3% |
| Q3 2023 | $15,526,903 | -10.9% | 423,538 | -7.4% | 0.08% | +11.8% |
| Q2 2023 | $17,416,611 | +5.3% | 457,249 | +8.1% | 0.07% | +74.4% |
| Q1 2023 | $16,538,206 | – | 422,864 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 1,421,577 | $54,147,868 | 80.29% |
| Hollow Brook Wealth Management LLC | 1,145,867 | $43,646,074 | 18.87% |
| Joseph Group Capital Management | 342,624 | $13,050,548 | 10.97% |
| Greenline Partners, LLC | 1,393,619 | $53,082,947 | 9.93% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,631,526 | $176,414,825 | 9.74% |
| 3EDGE Asset Management, LP | 3,175,560 | $120,957,061 | 9.11% |
| STAPP WEALTH MANAGEMENT, PLLC | 113,308 | $4,315,902 | 8.55% |
| Cassaday & Co Wealth Management LLC | 5,250,656 | $199,997,488 | 7.93% |
| Piedmont Capital Management, LLC | 264,916 | $10,090,650 | 7.66% |
| EVOKE WEALTH, LLC | 5,250,545 | $199,993,251 | 6.95% |