Segment Wealth Management, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 198 filers reported holding WORLD GOLD TR in Q3 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 Q3 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 15,135,075$275,156,00025.87%
RGT Wealth Advisors, LLC 7,967,736$144,853,00022.10%
3EDGE Asset Management, LP 10,574,433$192,243,00016.46%
Hollow Brook Wealth Management LLC 1,638,656$29,791,00015.28%
American Investment Services, Inc. 1,735,722$31,555,0006.91%
January Capital Advisors LLC 476,802$8,668,0006.89%
Warren Street Wealth Advisors, LLC 397,850$7,233,0006.69%
Tidal Investments LLC 9,083,838$165,144,0005.06%
Capital Planning Advisors, LLC 1,392,679$25,319,0004.82%
Timber Creek Capital Management LLC 799,786$14,540,0004.33%
View complete list of WORLD GOLD TR shareholders