Formidable Asset Management, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 235 filers reported holding WORLD GOLD TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Formidable Asset Management, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$618,000
-18.4%
34,167
-21.2%
0.12%
-16.2%
Q3 2021$757,000
-8.5%
43,368
-6.2%
0.14%
-20.2%
Q2 2021$827,000
-54.7%
46,224
-57.2%
0.18%
-55.2%
Q1 2021$1,825,000
-13.6%
108,114
-2.5%
0.40%
-18.8%
Q4 2020$2,112,000
+4.2%
110,889
+3.1%
0.49%
-17.3%
Q3 2020$2,026,000
+15.6%
107,583
+9.4%
0.59%
+14.3%
Q2 2020$1,753,000
-24.4%
98,323
-33.3%
0.52%
-43.4%
Q1 2020$2,319,000
+2.2%
147,495
-1.6%
0.91%
+27.5%
Q4 2019$2,270,000
+470.4%
149,947
+460.5%
0.72%
+94.6%
Q3 2019$398,000
+7.9%
26,750
+2.3%
0.37%
+189.8%
Q2 2019$369,00026,1520.13%
Other shareholders
WORLD GOLD TR shareholders Q2 2021
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