WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 260 filers reported holding WORLD GOLD TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118,691,992 | +2.3% | 3,237,643 | +6.3% | 0.04% | +5.1% |
| Q2 2023 | $116,033,644 | +3.1% | 3,046,302 | +5.9% | 0.04% | -4.9% |
| Q1 2023 | $112,553,144 | +23.0% | 2,877,861 | +13.8% | 0.04% | +20.6% |
| Q4 2022 | $91,519,407 | +84.6% | 2,528,859 | +68.2% | 0.03% | +54.5% |
| Q3 2022 | $49,577,000 | -25.9% | 1,503,251 | -19.4% | 0.02% | -18.5% |
| Q2 2022 | $66,898,000 | +39.5% | 1,864,506 | +49.6% | 0.03% | +68.8% |
| Q1 2022 | $47,940,000 | – | 1,246,172 | – | 0.02% | – |
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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% |