WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 204 filers reported holding WORLD GOLD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,810,378 | -6.8% | 76,661 | -3.1% | 0.17% | -1.1% |
| Q2 2023 | $3,014,675 | -7.5% | 79,146 | -5.0% | 0.17% | -11.2% |
| Q1 2023 | $3,259,471 | +63.4% | 83,341 | +51.2% | 0.20% | +51.9% |
| Q4 2022 | $1,994,684 | +33.1% | 55,117 | +21.2% | 0.13% | +26.5% |
| Q3 2022 | $1,499,000 | -8.3% | 45,461 | -0.2% | 0.10% | -3.8% |
| Q2 2022 | $1,635,000 | -9.6% | 45,556 | -3.1% | 0.11% | 0.0% |
| Q1 2022 | $1,809,000 | – | 47,036 | – | 0.11% | – |
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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% |