SVB WEALTH LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 129 filers reported holding WORLD GOLD TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$108,000
+3.8%
5,9950.0%0.00%
+100.0%
Q3 2021$104,000
-1.0%
5,9950.0%0.00%0.0%
Q2 2021$105,000
+4.0%
5,9950.0%0.00%0.0%
Q1 2021$101,000
-51.0%
5,995
-45.0%
0.00%
-66.7%
Q4 2020$206,000
+0.5%
10,9030.0%0.00%0.0%
Q3 2020$205,000
+93.4%
10,903
+81.9%
0.00%
+50.0%
Q2 2020$106,000
+12.8%
5,9950.0%0.00%0.0%
Q1 2020$94,0005,9950.00%
Other shareholders
WORLD GOLD TR shareholders Q1 2020
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