Jacobi Capital Management LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 221 filers reported holding WORLD GOLD TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$2,270,000
+7.6%
124,874
+3.4%
0.27%
+1.1%
Q3 2021$2,109,000
+5.7%
120,768
+6.6%
0.27%
+1.5%
Q2 2021$1,995,000
+37.2%
113,278
+32.5%
0.26%
+22.8%
Q1 2021$1,454,000
+11.7%
85,504
+24.4%
0.22%
+4.4%
Q4 2020$1,302,000
+4.7%
68,758
+4.0%
0.21%
-5.5%
Q3 2020$1,243,000
+48.7%
66,110
+40.5%
0.22%
+39.7%
Q2 2020$836,000
+81.7%
47,070
+60.9%
0.16%
+57.6%
Q1 2020$460,00029,2500.10%
Other shareholders
WORLD GOLD TR shareholders Q4 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 10,046,674$190,284,00024.66%
RGT Wealth Advisors, LLC 6,148,203$116,447,00024.43%
Hollow Brook Wealth Management LLC 2,146,369$40,652,00024.21%
3EDGE Asset Management, LP 9,476,363$179,482,00016.06%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 14,488,204$274,407,00014.44%
American Investment Services, Inc. 1,342,335$25,424,0007.72%
Burt Wealth Advisors 1,145,760$21,701,0007.48%
Tidal Investments LLC 5,537,531$104,881,0007.25%
EVOKE WEALTH, LLC 5,400,446$102,284,0006.90%
PALLADIEM, LLC 357,950$6,780,0006.35%
View complete list of WORLD GOLD TR shareholders