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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $379,614 | -3.8% | 10,355 | 0.0% | 0.16% | -4.2% |
Q2 2023 | $394,422 | -7.4% | 10,355 | -5.0% | 0.17% | -14.4% |
Q1 2023 | $426,103 | -90.0% | 10,895 | -90.8% | 0.19% | -90.4% |
Q4 2022 | $4,274,582 | +26.8% | 118,115 | +15.6% | 2.03% | +13.6% |
Q3 2022 | $3,371,000 | +4.1% | 102,207 | +13.3% | 1.79% | -2.0% |
Q2 2022 | $3,237,000 | -15.1% | 90,206 | -9.0% | 1.82% | -1.7% |
Q1 2022 | $3,812,000 | – | 99,099 | – | 1.86% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 4,045,613 | $155,635,000 | 24.75% |
3EDGE Asset Management, LP | 5,527,489 | $212,643,000 | 15.83% |
Hollow Brook Wealth Management LLC | 865,857 | $33,310,000 | 14.84% |
Joseph Group Capital Management | 342,752 | $13,186,000 | 13.29% |
January Capital Advisors LLC | 311,941 | $11,192,000 | 9.93% |
PEAK FINANCIAL ADVISORS LLC | 293,889 | $11,306,000 | 9.69% |
Coco Enterprises, LLC | 271,589 | $10,477,000 | 7.87% |
American Investment Services, Inc. | 867,051 | $33,355,000 | 7.32% |
Burt Wealth Advisors | 601,955 | $23,157,000 | 6.95% |
Wealthsimple Inc. | 5,743,549 | $220,954,000 | 6.93% |