WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 243 filers reported holding WORLD GOLD TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,329,754 | +2.2% | 90,828 | +6.2% | 0.22% | +6.1% |
| Q2 2023 | $3,258,789 | -1.1% | 85,555 | +1.5% | 0.21% | -6.2% |
| Q1 2023 | $3,296,151 | +12.1% | 84,279 | +3.7% | 0.23% | +1.8% |
| Q4 2022 | $2,939,894 | +16.3% | 81,235 | +6.0% | 0.22% | +6.2% |
| Q3 2022 | $2,527,000 | -3.0% | 76,640 | +5.5% | 0.21% | -20.5% |
| Q2 2022 | $2,606,000 | -3.3% | 72,641 | +3.6% | 0.26% | +13.4% |
| Q1 2022 | $2,696,000 | – | 70,100 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 315,879 | $11,580,124 | 20.34% |
| Hollow Brook Wealth Management LLC | 1,146,878 | $42,044,547 | 17.55% |
| Greenline Partners, LLC | 1,417,506 | $51,965,770 | 9.79% |
| Joseph Group Capital Management | 347,841 | $12,751,851 | 9.18% |
| PEAK FINANCIAL ADVISORS LLC | 220,224 | $8,073,412 | 8.73% |
| STAPP WEALTH MANAGEMENT, PLLC | 112,469 | $4,123,114 | 7.94% |
| EVOKE WEALTH, LLC | 5,433,367 | $199,187,232 | 7.01% |
| American Investment Services, Inc. | 853,083 | $31,274,029 | 6.68% |
| Burt Wealth Advisors | 566,221 | $20,757,662 | 6.38% |
| AIFG Consultants Ltd. | 192,959 | $7,073,877 | 5.87% |