FormulaFolio Investments, 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
FormulaFolio Investments, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q2 2021$459,000
-8.6%
26,042
-5.1%
0.15%
-6.1%
Q1 2021$502,000
-82.5%
27,454
-81.9%
0.16%
+171.7%
Q4 2020$2,868,000
+38.1%
151,441
+37.1%
0.06%
-25.0%
Q3 2020$2,077,000
+27.7%
110,453
+20.6%
0.08%
+21.2%
Q2 2020$1,626,000
-4.5%
91,551
-15.5%
0.07%
-27.5%
Q1 2020$1,703,000
-92.8%
108,318
-93.1%
0.09%
-89.3%
Q4 2019$23,813,000
-2.1%
1,572,881
-4.9%
0.85%
-9.7%
Q3 2019$24,322,000
-9.8%
1,654,561
-13.5%
0.94%
-17.3%
Q2 2019$26,962,000
+8.0%
1,913,530
-1.1%
1.14%
+3.7%
Q1 2019$24,966,0001,933,8861.09%
Other shareholders
WORLD GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 15,135,075$275,156,00025.87%
RGT Wealth Advisors, LLC 7,967,736$144,853,00022.10%
3EDGE Asset Management, LP 10,574,433$192,243,00016.46%
Hollow Brook Wealth Management LLC 1,638,656$29,791,00015.28%
American Investment Services, Inc. 1,735,722$31,555,0006.91%
January Capital Advisors LLC 476,802$8,668,0006.89%
Warren Street Wealth Advisors, LLC 397,850$7,233,0006.69%
Tidal Investments LLC 9,083,838$165,144,0005.06%
Capital Planning Advisors, LLC 1,392,679$25,319,0004.82%
Timber Creek Capital Management LLC 799,786$14,540,0004.33%
View complete list of WORLD GOLD TR shareholders