Betterment LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 320 filers reported holding WORLD GOLD TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Betterment LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$385
-13.5%
10,494
-10.1%
0.00%0.0%
Q2 2023$445
-77.1%
11,677
-76.4%
0.00%
-83.3%
Q1 2023$1,939
+4.1%
49,577
-3.6%
0.01%0.0%
Q4 2022$1,862
-99.9%
51,446
-4.8%
0.01%
-14.3%
Q3 2022$1,940,0000.0%54,0610.0%0.01%0.0%
Q2 2022$1,940,000
-11.1%
54,061
-4.7%
0.01%0.0%
Q1 2022$2,182,00056,7070.01%
Other shareholders
WORLD GOLD TR shareholders Q2 2023
NameSharesValueWeighting ↓
MEDICI CAPITAL LLC 315,879$11,580,12420.34%
Hollow Brook Wealth Management LLC 1,146,878$42,044,54717.55%
Greenline Partners, LLC 1,417,506$51,965,7709.79%
Joseph Group Capital Management 347,841$12,751,8519.18%
PEAK FINANCIAL ADVISORS LLC 220,224$8,073,4128.73%
STAPP WEALTH MANAGEMENT, PLLC 112,469$4,123,1147.94%
EVOKE WEALTH, LLC 5,433,367$199,187,2327.01%
American Investment Services, Inc. 853,083$31,274,0296.68%
Burt Wealth Advisors 566,221$20,757,6626.38%
AIFG Consultants Ltd. 192,959$7,073,8775.87%
View complete list of WORLD GOLD TR shareholders