IFP Advisors, Inc - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 303 filers reported holding WORLD GOLD TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$2,840,819
-61.0%
77,491
-59.5%
0.13%
-20.0%
Q2 2023$7,277,875
+850.5%
191,422
+848.7%
0.16%
+384.8%
Q1 2023$765,719
+136391.8%
20,177
+37.0%
0.03%
+120.0%
Q4 2022$561
-99.9%
14,730
+39.7%
0.02%
+36.4%
Q3 2022$435,000
-25.6%
10,546
-29.4%
0.01%
-38.9%
Q2 2022$585,000
-44.5%
14,947
-45.2%
0.02%
+38.5%
Q1 2022$1,055,00027,2680.01%
Other shareholders
WORLD GOLD TR shareholders Q1 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