Segment Wealth Management, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 174 filers reported holding WORLD GOLD TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$369,000
+4.2%
20,3000.0%0.04%
-7.1%
Q3 2021$354,000
-0.8%
20,3000.0%0.04%0.0%
Q2 2021$357,000
+3.5%
20,3000.0%0.04%
-8.7%
Q1 2021$345,000
-10.2%
20,3000.0%0.05%
-16.4%
Q4 2020$384,000
+0.5%
20,3000.0%0.06%
-11.3%
Q3 2020$382,000
+5.8%
20,3000.0%0.06%
-7.5%
Q2 2020$361,000
-93.9%
20,300
-94.6%
0.07%
-94.9%
Q1 2020$5,946,000
+8.8%
378,216
+4.8%
1.32%
+43.6%
Q4 2019$5,463,000
+3.6%
360,819
+0.6%
0.92%
-10.6%
Q3 2019$5,275,000358,8241.03%
Other shareholders
WORLD GOLD TR shareholders Q2 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,895,686$86,947,00025.09%
Hollow Brook Wealth Management LLC 1,736,685$30,843,00023.60%
Cassaday & Co Inc. 9,831,350$174,605,00018.50%
3EDGE Asset Management, LP 7,442,479$132,178,00015.67%
American Investment Services, Inc. 1,430,881$25,412,0008.93%
EVOKE WEALTH, LLC 5,091,399$90,487,0008.77%
Burt Wealth Advisors 1,118,373$19,862,0008.05%
Richard C. Young & CO., LTD. 2,401,385$42,649,0007.10%
TPG Financial Advisors, LLC 404,313$7,181,0006.44%
Capital Planning Advisors, LLC 1,156,682$20,543,0006.12%
View complete list of WORLD GOLD TR shareholders