Burt Wealth Advisors - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 6 filers reported holding WORLD GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$20,757,662
-4.5%
566,221
-0.8%
6.38%
-2.7%
Q2 2023$21,746,914
-2.7%
570,935
-0.1%
6.55%
-5.7%
Q1 2023$22,351,561
+8.2%
571,505
+0.1%
6.95%
+0.4%
Q4 2022$20,653,126
-3.3%
570,686
-4.2%
6.92%
-6.9%
Q2 2022$21,367,000
-7.7%
595,505
-1.1%
7.43%
+6.9%
Q1 2022$23,157,000601,9556.95%
Other shareholders
WORLD GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
MEDICI CAPITAL LLC 1,379,577$53,955,25666.78%
Hollow Brook Wealth Management LLC 1,078,664$42,186,54919.99%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 4,631,526$181,138,98213.60%
Joseph Group Capital Management 360,469$14,097,94312.37%
3EDGE Asset Management, LP 3,949,131$154,450,49411.63%
Greenline Partners, LLC 1,375,743$53,806,40010.27%
Cassaday & Co Wealth Management LLC 5,235,784$204,771,5138.73%
Coco Enterprises, LLC 263,726$10,353,8638.29%
EVOKE WEALTH, LLC 5,045,680$191,833,6076.98%
AIFG Consultants Ltd. 210,270$8,223,6606.96%
View complete list of WORLD GOLD TR shareholders