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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $51,110,906 | -57.7% | 1,415,423 | -55.4% | 3.91% | -57.1% |
Q2 2023 | $120,957,061 | -21.7% | 3,175,560 | -19.6% | 9.11% | -21.6% |
Q1 2023 | $154,450,494 | +181.6% | 3,949,131 | +160.6% | 11.63% | +172.8% |
Q4 2022 | $54,838,200 | +7.8% | 1,515,286 | -1.7% | 4.26% | +7.9% |
Q3 2022 | $50,857,000 | -50.5% | 1,542,061 | -46.2% | 3.95% | -48.5% |
Q2 2022 | $102,827,000 | -51.6% | 2,865,845 | -48.2% | 7.67% | -51.5% |
Q1 2022 | $212,643,000 | – | 5,527,489 | – | 15.83% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 3,640,212 | $120,054,000 | 19.14% |
Hollow Brook Wealth Management LLC | 946,588 | $31,218,000 | 17.72% |
Joseph Group Capital Management | 365,431 | $12,052,000 | 13.15% |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,243,547 | $139,953,000 | 11.36% |
Greenline Partners, LLC | 1,397,355 | $46,085,000 | 10.50% |
STAPP WEALTH MANAGEMENT, PLLC | 76,169 | $2,512,000 | 7.33% |
Wealthsimple Inc. | 5,859,730 | $193,254,000 | 7.19% |
American Investment Services, Inc. | 899,106 | $29,653,000 | 7.06% |
Warren Street Wealth Advisors, LLC | 210,774 | $6,951,000 | 7.00% |
R. W. Roge & Company, Inc. | 270,687 | $9,006,000 | 6.38% |