WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 327 filers reported holding WORLD GOLD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,068,259 | -2.1% | 383,750 | +1.7% | 1.76% | +1.9% |
| Q2 2023 | $14,372,291 | -1.1% | 377,325 | +1.5% | 1.72% | -8.9% |
| Q1 2023 | $14,538,283 | +6.3% | 371,728 | -1.6% | 1.89% | -0.4% |
| Q4 2022 | $13,674,971 | +7.7% | 377,866 | -1.8% | 1.90% | -3.0% |
| Q3 2022 | $12,692,000 | -3.9% | 384,845 | +4.6% | 1.96% | -2.2% |
| Q2 2022 | $13,207,000 | +0.8% | 368,089 | +8.1% | 2.00% | +15.4% |
| Q1 2022 | $13,100,000 | – | 340,537 | – | 1.74% | – |
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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% |