WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 387 filers reported holding WORLD GOLD TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,201,952 | +1.1% | 47,775 | -3.4% | 0.09% | -9.4% |
Q1 2024 | $2,177,749 | -26.1% | 49,438 | -31.4% | 0.10% | -30.9% |
Q4 2023 | $2,947,196 | +3.7% | 72,041 | -7.0% | 0.14% | +8.6% |
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 | $1,055,000 | – | 27,268 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 4,045,613 | $155,635,000 | 24.75% |
3EDGE Asset Management, LP | 5,527,489 | $212,643,000 | 15.83% |
Hollow Brook Wealth Management LLC | 865,857 | $33,310,000 | 14.84% |
Joseph Group Capital Management | 342,752 | $13,186,000 | 13.29% |
January Capital Advisors LLC | 311,941 | $11,192,000 | 9.93% |
PEAK FINANCIAL ADVISORS LLC | 293,889 | $11,306,000 | 9.69% |
Piedmont Capital Management, LLC | 271,589 | $10,477,000 | 7.87% |
American Investment Services, Inc. | 867,051 | $33,355,000 | 7.32% |
Burt Wealth Advisors | 601,955 | $23,157,000 | 6.95% |
Wealthsimple Inc. | 5,743,549 | $220,954,000 | 6.93% |