Avior Wealth Management, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 252 filers reported holding WORLD GOLD TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$2,440,000
+16.2%
134,224
+11.6%
0.20%
+16.8%
Q3 2021$2,099,000
+14.4%
120,219
+15.4%
0.17%
-6.0%
Q2 2021$1,834,000
+14.3%
104,160
+10.3%
0.18%
+7.0%
Q1 2021$1,605,000
+24.9%
94,437
+39.1%
0.17%
+8.9%
Q4 2020$1,285,000
+11.1%
67,896
+10.3%
0.16%
-4.2%
Q3 2020$1,157,000
+11.0%
61,551
+4.8%
0.16%
+1.2%
Q2 2020$1,042,000
+29.8%
58,721
+14.9%
0.16%
+3.2%
Q1 2020$803,000
+57.1%
51,128
+51.4%
0.16%
+92.7%
Q4 2019$511,000
+432.3%
33,765
+416.2%
0.08%
+382.4%
Q3 2019$96,0006,5410.02%
Other shareholders
WORLD GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 14,610,095$255,092,00027.33%
RGT Wealth Advisors, LLC 7,709,303$134,604,00026.58%
Hollow Brook Wealth Management LLC 1,611,695$28,140,00017.44%
3EDGE Asset Management, LP 10,602,522$185,120,00014.60%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13,234,800$231,079,0008.49%
American Investment Services, Inc. 1,814,303$31,678,0007.11%
Burt Wealth Advisors 1,085,325$18,950,0006.04%
TPG Financial Advisors, LLC 519,643$9,073,0005.99%
Tidal Investments LLC 8,237,271$143,823,0005.38%
Capital Planning Advisors, LLC 1,382,622$24,141,0005.01%
View complete list of WORLD GOLD TR shareholders