Capital Planning Advisors, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 99 filers reported holding WORLD GOLD TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$25,319,000
+4.9%
1,392,679
+0.7%
4.82%
-3.7%
Q3 2021$24,141,000
+0.2%
1,382,622
+1.0%
5.01%
+1.3%
Q2 2021$24,098,000
+7.7%
1,368,404
+4.0%
4.94%
-1.4%
Q1 2021$22,366,000
-6.0%
1,315,665
+4.8%
5.01%
-14.2%
Q4 2020$23,781,000
+4.2%
1,255,577
+3.4%
5.84%
-6.6%
Q3 2020$22,826,000
+11.1%
1,214,138
+5.0%
6.26%
+2.3%
Q2 2020$20,543,000
+25.2%
1,156,682
+10.8%
6.12%
-0.1%
Q1 2020$16,405,000
+2.8%
1,043,564
-1.0%
6.12%
+46.7%
Q4 2019$15,955,000
+1.3%
1,053,806
-1.7%
4.17%
-9.0%
Q3 2019$15,756,000
+8.9%
1,071,806
+4.4%
4.58%
+7.9%
Q2 2019$14,467,000
+22.4%
1,026,743
+12.1%
4.25%
+17.7%
Q1 2019$11,824,000915,9083.61%
Other shareholders
WORLD GOLD TR shareholders Q3 2019
NameSharesValueWeighting ↓
Richard C. Young & CO., LTD. 857,727$30,775,0003.99%
RETIREMENT INCOME SOLUTIONS, INC 155,868$5,593,0001.99%
Requisite Capital Management, LLC 38,287$1,452,0000.48%
CATALYST PRIVATE WEALTH, LLC 13,372$480,0000.34%
FirstPurpose Wealth LLC 10,083$362,0000.24%
Belpointe Asset Management LLC 57,725$2,071,0000.14%
Windsor Wealth Management, Inc. 7,979$276,0000.07%
HBC Financial Services, PLLC 511$17,0000.01%
COLONY GROUP LLC 12,990$466,0000.01%
Retirement Group, LLC 169$6,0000.00%
View complete list of WORLD GOLD TR shareholders