TPG Financial Advisors, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 224 filers reported holding WORLD GOLD TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2021
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