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 | $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 ↓ |
|---|---|---|---|
| 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% |