Capital Planning Advisors, 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
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 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 10,046,674$190,284,00024.66%
RGT Wealth Advisors, LLC 6,148,203$116,447,00024.43%
Hollow Brook Wealth Management LLC 2,146,369$40,652,00024.21%
3EDGE Asset Management, LP 9,476,363$179,482,00016.06%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 14,488,204$274,407,00014.44%
American Investment Services, Inc. 1,342,335$25,424,0007.72%
Burt Wealth Advisors 1,145,760$21,701,0007.48%
Tidal Investments LLC 5,537,531$104,881,0007.25%
EVOKE WEALTH, LLC 5,400,446$102,284,0006.90%
PALLADIEM, LLC 357,950$6,780,0006.35%
View complete list of WORLD GOLD TR shareholders