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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,361,940 | -37.0% | 173,539 | -34.5% | 5.07% | -33.7% |
| Q2 2023 | $10,090,650 | -2.5% | 264,916 | +0.5% | 7.66% | -7.6% |
| Q1 2023 | $10,353,863 | +109129.5% | 263,726 | +0.7% | 8.29% | +4.4% |
| Q4 2022 | $9,479 | -99.9% | 261,924 | -3.9% | 7.94% | -20.9% |
| Q2 2022 | $9,774,000 | -6.7% | 272,473 | +0.3% | 10.04% | +27.6% |
| Q1 2022 | $10,477,000 | – | 271,589 | – | 7.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 315,879 | $11,580,124 | 20.34% |
| Hollow Brook Wealth Management LLC | 1,146,878 | $42,044,547 | 17.55% |
| Greenline Partners, LLC | 1,417,506 | $51,965,770 | 9.79% |
| Joseph Group Capital Management | 347,841 | $12,751,851 | 9.18% |
| PEAK FINANCIAL ADVISORS LLC | 220,224 | $8,073,412 | 8.73% |
| STAPP WEALTH MANAGEMENT, PLLC | 112,469 | $4,123,114 | 7.94% |
| EVOKE WEALTH, LLC | 5,433,367 | $199,187,232 | 7.01% |
| American Investment Services, Inc. | 853,083 | $31,274,029 | 6.68% |
| Burt Wealth Advisors | 566,221 | $20,757,662 | 6.38% |
| AIFG Consultants Ltd. | 192,959 | $7,073,877 | 5.87% |