Fortis Advisors, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 6 filers reported holding WORLD GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$3,169,844
-36.5%
86,466
-34.0%
2.24%
-33.1%
Q2 2023$4,989,028
-2.7%
130,980
-0.1%
3.35%
+0.1%
Q1 2023$5,125,678
+106.2%
131,058
+90.8%
3.35%
+76.9%
Q4 2022$2,485,203
+9.8%
68,671
+0.0%
1.89%
+17.1%
Q3 2022$2,264,000
-6.1%
68,638
+2.2%
1.62%
+1.1%
Q2 2022$2,411,00067,1851.60%
Other shareholders
WORLD GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
Versant Capital Management, Inc 142,082$5,812,5751.73%
EisnerAmper Wealth Management Corporate Benefits, LLC 33,105$1,3540.50%
B.O.S.S. Retirement Advisors, LLC 16,218$594,5530.14%
Anchor Investment Management, LLC 5,961$243,8650.03%
APPLETON PARTNERS INC/MA 7,840$3210.03%
Pacifica Partners Inc. 280$11,2110.01%
View complete list of WORLD GOLD TR shareholders