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 ↓
MEDICI CAPITAL LLC 315,879$11,580,12420.34%
Hollow Brook Wealth Management LLC 1,146,878$42,044,54717.55%
Greenline Partners, LLC 1,417,506$51,965,7709.79%
Joseph Group Capital Management 347,841$12,751,8519.18%
PEAK FINANCIAL ADVISORS LLC 220,224$8,073,4128.73%
STAPP WEALTH MANAGEMENT, PLLC 112,469$4,123,1147.94%
EVOKE WEALTH, LLC 5,433,367$199,187,2327.01%
American Investment Services, Inc. 853,083$31,274,0296.68%
Burt Wealth Advisors 566,221$20,757,6626.38%
AIFG Consultants Ltd. 192,959$7,073,8775.87%
View complete list of WORLD GOLD TR shareholders