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 | $12,891,264 | +7.0% | 279,698 | +2.2% | 0.09% | -1.1% |
| Q1 2024 | $12,050,746 | +11.6% | 273,570 | +3.6% | 0.09% | +3.6% |
| Q4 2023 | $10,797,681 | +11.7% | 263,937 | +0.1% | 0.08% | -2.3% |
| Q3 2023 | $9,663,606 | +50.5% | 263,600 | +56.4% | 0.09% | +53.6% |
| Q2 2023 | $6,420,726 | -3.9% | 168,567 | -1.4% | 0.06% | -12.5% |
| Q1 2023 | $6,684,029 | +54530.4% | 170,903 | -49.4% | 0.06% | +6300.0% |
| Q4 2022 | $12,235 | -99.9% | 338,085 | -12.6% | 0.00% | -99.3% |
| Q3 2022 | $12,759,000 | -18.9% | 386,872 | -11.8% | 0.15% | +5.0% |
| Q2 2022 | $15,733,000 | – | 438,490 | – | 0.14% | – |
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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% |