TPG Financial Advisors, 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
TPG Financial Advisors, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2021$9,073,000
+10.0%
519,643
+10.9%
5.99%
+3.5%
Q2 2021$8,248,000
+1.7%
468,377
-1.9%
5.79%
+2.4%
Q1 2021$8,113,000
+0.1%
477,211
+11.5%
5.66%
-6.0%
Q4 2020$8,104,000
+12.4%
427,861
+11.6%
6.02%
-2.2%
Q3 2020$7,209,000
+0.4%
383,459
-5.2%
6.16%
-4.4%
Q2 2020$7,181,000
+1.4%
404,313
-10.3%
6.44%
-8.3%
Q1 2020$7,082,000
+4.8%
450,509
+0.9%
7.02%
+26.1%
Q4 2019$6,760,000
+9.3%
446,530
+6.2%
5.57%
+0.1%
Q3 2019$6,182,000420,5505.56%
Other shareholders
WORLD GOLD TR shareholders Q4 2020
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