Burt Wealth Advisors - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 224 filers reported holding WORLD GOLD TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2021$18,950,000
-7.9%
1,085,325
-7.1%
6.04%
-18.7%
Q2 2021$20,567,000
+4.0%
1,167,921
+0.4%
7.43%
+1.9%
Q1 2021$19,785,000
-8.8%
1,163,846
+1.6%
7.29%
-2.5%
Q4 2020$21,701,000
+2.3%
1,145,760
+1.5%
7.48%
-5.8%
Q3 2020$21,219,000
+6.8%
1,128,678
+0.9%
7.94%
-1.5%
Q2 2020$19,862,000
+20.0%
1,118,373
+6.2%
8.05%
+8.3%
Q1 2020$16,558,000
+9.3%
1,053,309
+5.3%
7.44%
+25.8%
Q4 2019$15,150,000
+6.3%
1,000,669
+3.2%
5.91%
+0.8%
Q3 2019$14,251,000969,4445.87%
Other shareholders
WORLD GOLD TR shareholders Q1 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,895,686$86,947,00025.09%
Hollow Brook Wealth Management LLC 1,736,685$30,843,00023.60%
Cassaday & Co Inc. 9,831,350$174,605,00018.50%
3EDGE Asset Management, LP 7,442,479$132,178,00015.67%
American Investment Services, Inc. 1,430,881$25,412,0008.93%
EVOKE WEALTH, LLC 5,091,399$90,487,0008.77%
Burt Wealth Advisors 1,118,373$19,862,0008.05%
Richard C. Young & CO., LTD. 2,401,385$42,649,0007.10%
TPG Financial Advisors, LLC 404,313$7,181,0006.44%
Capital Planning Advisors, LLC 1,156,682$20,543,0006.12%
View complete list of WORLD GOLD TR shareholders