WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 320 filers reported holding WORLD GOLD TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,973,280 | +77.6% | 1,445,027 | +84.5% | 0.08% | +44.4% |
| Q2 2023 | $29,832,416 | +120.8% | 783,232 | +126.7% | 0.05% | +116.0% |
| Q1 2023 | $13,510,969 | -2.4% | 345,441 | -9.7% | 0.02% | -10.7% |
| Q4 2022 | $13,841,261 | +27.4% | 382,471 | +16.1% | 0.03% | +12.0% |
| Q3 2022 | $10,862,000 | -13.8% | 329,394 | -6.2% | 0.02% | -10.7% |
| Q2 2022 | $12,603,000 | +156.2% | 351,274 | +174.6% | 0.03% | +180.0% |
| Q1 2022 | $4,919,000 | – | 127,908 | – | 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% |
| Coco Enterprises, 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% |