IFP Advisors, Inc - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 327 filers reported holding WORLD GOLD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q3 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,045,613$155,635,00024.75%
3EDGE Asset Management, LP 5,527,489$212,643,00015.83%
Hollow Brook Wealth Management LLC 865,857$33,310,00014.84%
Joseph Group Capital Management 342,752$13,186,00013.29%
January Capital Advisors LLC 311,941$11,192,0009.93%
PEAK FINANCIAL ADVISORS LLC 293,889$11,306,0009.69%
Coco Enterprises, LLC 271,589$10,477,0007.87%
American Investment Services, Inc. 867,051$33,355,0007.32%
Burt Wealth Advisors 601,955$23,157,0006.95%
Wealthsimple Inc. 5,743,549$220,954,0006.93%
View complete list of WORLD GOLD TR shareholders