Patriot Financial Group Insurance Agency, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 236 filers reported holding WORLD GOLD TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$201,000
-52.0%
11,050
-54.0%
0.03%
-55.4%
Q3 2021$419,000
-0.9%
24,0000.0%0.07%
-3.9%
Q2 2021$423,000
-8.8%
24,000
-12.1%
0.08%
-27.4%
Q1 2021$464,000
-7.8%
27,302
+2.9%
0.11%
-15.9%
Q4 2020$503,000
+1297.2%
26,545
+1285.4%
0.13%
+950.0%
Q3 2020$36,000
+38.5%
1,916
+30.4%
0.01%
+20.0%
Q2 2020$26,0001,4690.01%
Other shareholders
WORLD GOLD TR shareholders Q2 2021
NameSharesValueWeighting ↓
Richard C. Young & CO., LTD. 857,727$30,775,0003.99%
RETIREMENT INCOME SOLUTIONS, INC 155,868$5,593,0001.99%
Requisite Capital Management, LLC 38,287$1,452,0000.48%
CATALYST PRIVATE WEALTH, LLC 13,372$480,0000.34%
FirstPurpose Wealth LLC 10,083$362,0000.24%
Belpointe Asset Management LLC 57,725$2,071,0000.14%
Windsor Wealth Management, Inc. 7,979$276,0000.07%
HBC Financial Services, PLLC 511$17,0000.01%
COLONY GROUP LLC 12,990$466,0000.01%
Retirement Group, LLC 169$6,0000.00%
View complete list of WORLD GOLD TR shareholders