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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 3,640,212 | $120,054,000 | 19.14% |
| Hollow Brook Wealth Management LLC | 946,588 | $31,218,000 | 17.72% |
| Joseph Group Capital Management | 365,431 | $12,052,000 | 13.15% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,243,547 | $139,953,000 | 11.36% |
| Greenline Partners, LLC | 1,397,355 | $46,085,000 | 10.50% |
| STAPP WEALTH MANAGEMENT, PLLC | 76,169 | $2,512,000 | 7.33% |
| Wealthsimple Inc. | 5,859,730 | $193,254,000 | 7.19% |
| American Investment Services, Inc. | 899,106 | $29,653,000 | 7.06% |
| Warren Street Wealth Advisors, LLC | 210,774 | $6,951,000 | 7.00% |
| R. W. Roge & Company, Inc. | 270,687 | $9,006,000 | 6.38% |