Compass Ion Advisors, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 232 filers reported holding WORLD GOLD TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Compass Ion Advisors, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$6,106,000
-10.4%
335,858
-14.0%
1.96%
-19.8%
Q3 2021$6,816,000
+0.2%
390,381
+1.1%
2.45%
-7.3%
Q2 2021$6,800,000386,1322.64%
Other shareholders
WORLD GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 14,610,095$255,092,00027.33%
RGT Wealth Advisors, LLC 7,709,303$134,604,00026.58%
Hollow Brook Wealth Management LLC 1,611,695$28,140,00017.44%
3EDGE Asset Management, LP 10,602,522$185,120,00014.60%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13,234,800$231,079,0008.49%
American Investment Services, Inc. 1,814,303$31,678,0007.11%
Burt Wealth Advisors 1,085,325$18,950,0006.04%
TPG Financial Advisors, LLC 519,643$9,073,0005.99%
Tidal Investments LLC 8,237,271$143,823,0005.38%
Capital Planning Advisors, LLC 1,382,622$24,141,0005.01%
View complete list of WORLD GOLD TR shareholders