AE Wealth Management LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 33 filers reported holding WORLD GOLD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q1 2022$10,958,000
+266.4%
284,841
+73.1%
0.08%
+257.1%
Q4 2021$2,991,000
+481.9%
164,538
+459.3%
0.02%
+425.0%
Q3 2021$514,000
+16.6%
29,418
+17.6%
0.00%0.0%
Q2 2021$441,000
-19.5%
25,022
-22.4%
0.00%
-33.3%
Q1 2021$548,000
-58.5%
32,226
-53.7%
0.01%
-60.0%
Q4 2020$1,319,000
+207.5%
69,638
+204.9%
0.02%
+150.0%
Q3 2020$429,000
-84.5%
22,839
-85.3%
0.01%
-86.0%
Q2 2020$2,767,000
+964.2%
155,808
+842.1%
0.04%
+616.7%
Q1 2020$260,00016,5390.01%
Other shareholders
WORLD GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
Cassaday & Co Inc. 15,135,075$275,156,00025.87%
RGT Wealth Advisors, LLC 7,967,736$144,853,00022.10%
3EDGE Asset Management, LP 10,574,433$192,243,00016.46%
Hollow Brook Wealth Management LLC 1,638,656$29,791,00015.28%
American Investment Services, Inc. 1,735,722$31,555,0006.91%
January Capital Advisors LLC 476,802$8,668,0006.89%
Warren Street Wealth Advisors, LLC 397,850$7,233,0006.69%
Tidal Investments LLC 9,083,838$165,144,0005.06%
Capital Planning Advisors, LLC 1,392,679$25,319,0004.82%
Timber Creek Capital Management LLC 799,786$14,540,0004.33%
View complete list of WORLD GOLD TR shareholders