WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 327 filers reported holding WORLD GOLD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,354 | -34.4% | 33,105 | -41.2% | 0.50% | -46.3% |
| Q3 2023 | $2,065 | -47.0% | 56,316 | -43.5% | 0.92% | -51.1% |
| Q1 2023 | $3,899 | +189.2% | 99,681 | +167.6% | 1.89% | +173.7% |
| Q4 2022 | $1,348 | -99.9% | 37,245 | +2.1% | 0.69% | +0.4% |
| Q3 2022 | $1,204,000 | -51.2% | 36,496 | -46.9% | 0.69% | -47.7% |
| Q2 2022 | $2,468,000 | -45.6% | 68,782 | -41.6% | 1.31% | -39.8% |
| Q1 2022 | $4,534,000 | – | 117,852 | – | 2.18% | – |
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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% |