Formidable Asset Management, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 259 filers reported holding WORLD GOLD TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Formidable Asset Management, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q2 2023$617
-99.9%
16,209
+1.3%
0.14%
+10.7%
Q3 2022$527,000
-8.0%
16,002
-2.2%
0.12%
-5.4%
Q2 2022$573,000
-10.3%
16,365
-1.5%
0.13%
+4.9%
Q1 2022$639,00016,6090.12%
Other shareholders
WORLD GOLD TR shareholders Q4 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,045,613$155,635,00024.75%
3EDGE Asset Management, LP 5,527,489$212,643,00015.83%
Hollow Brook Wealth Management LLC 865,857$33,310,00014.84%
Joseph Group Capital Management 342,752$13,186,00013.29%
January Capital Advisors LLC 311,941$11,192,0009.93%
PEAK FINANCIAL ADVISORS LLC 293,889$11,306,0009.69%
Coco Enterprises, LLC 271,589$10,477,0007.87%
American Investment Services, Inc. 867,051$33,355,0007.32%
Burt Wealth Advisors 601,955$23,157,0006.95%
Wealthsimple Inc. 5,743,549$220,954,0006.93%
View complete list of WORLD GOLD TR shareholders