WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 243 filers reported holding WORLD GOLD TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $243,865 | +11.6% | 5,961 | 0.0% | 0.03% | -3.4% |
Q3 2023 | $218,530 | -3.8% | 5,961 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $227,054 | -2.6% | 5,961 | 0.0% | 0.03% | -9.4% |
Q1 2023 | $233,135 | +5.4% | 5,961 | -2.5% | 0.03% | 0.0% |
Q4 2022 | $221,193 | +9.7% | 6,112 | 0.0% | 0.03% | +3.2% |
Q3 2022 | $201,574 | -8.1% | 6,112 | 0.0% | 0.03% | -3.1% |
Q2 2022 | $219,299 | -6.7% | 6,112 | 0.0% | 0.03% | +6.7% |
Q1 2022 | $235,129 | +5.8% | 6,112 | -50.0% | 0.03% | +7.1% |
Q4 2021 | $222,251 | +4.1% | 12,225 | 0.0% | 0.03% | -6.7% |
Q3 2021 | $213,449 | +1.7% | 12,225 | +2.5% | 0.03% | +3.4% |
Q2 2021 | $209,946 | +3.6% | 11,922 | 0.0% | 0.03% | -6.5% |
Q1 2021 | $202,674 | -10.2% | 11,922 | 0.0% | 0.03% | -24.4% |
Q4 2020 | $225,803 | -4.5% | 11,922 | -5.2% | 0.04% | -14.6% |
Q3 2020 | $236,542 | – | 12,582 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 3,640,212 | $120,054,000 | 19.14% |
Hollow Brook Wealth Management LLC | 946,588 | $31,218,000 | 17.72% |
Joseph Group Capital Management | 365,431 | $12,052,000 | 13.15% |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,243,547 | $139,953,000 | 11.36% |
Greenline Partners, LLC | 1,397,355 | $46,085,000 | 10.50% |
STAPP WEALTH MANAGEMENT, PLLC | 76,169 | $2,512,000 | 7.33% |
Wealthsimple Inc. | 5,859,730 | $193,254,000 | 7.19% |
American Investment Services, Inc. | 899,106 | $29,653,000 | 7.06% |
Warren Street Wealth Advisors, LLC | 210,774 | $6,951,000 | 7.00% |
R. W. Roge & Company, Inc. | 270,687 | $9,006,000 | 6.38% |