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
| 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 ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 3,640,212 | $120,054,000 | 19.14% |
| Hollow Brook Wealth Management LLC | 946,588 | $31,218,000 | 17.72% |
| Joseph Group Capital Management | 365,431 | $12,052,000 | 13.15% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,243,547 | $139,953,000 | 11.36% |
| Greenline Partners, LLC | 1,397,355 | $46,085,000 | 10.50% |
| STAPP WEALTH MANAGEMENT, PLLC | 76,169 | $2,512,000 | 7.33% |
| Wealthsimple Inc. | 5,859,730 | $193,254,000 | 7.19% |
| American Investment Services, Inc. | 899,106 | $29,653,000 | 7.06% |
| Warren Street Wealth Advisors, LLC | 210,774 | $6,951,000 | 7.00% |
| R. W. Roge & Company, Inc. | 270,687 | $9,006,000 | 6.38% |