Belpointe Asset Management 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
Belpointe Asset Management LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q2 2022$2,071,000
-8.2%
57,725
-1.5%
0.14%
+1.5%
Q1 2022$2,255,000
+7.0%
58,617
-49.5%
0.14%
+4.6%
Q4 2021$2,108,000
-1.0%
116,015
-4.9%
0.13%
-9.7%
Q3 2021$2,129,000
-13.3%
121,957
-12.6%
0.14%
-18.1%
Q2 2021$2,456,000
+1.7%
139,476
-1.8%
0.18%
-14.5%
Q1 2021$2,416,000
+1.9%
142,103
+13.6%
0.21%
-2.8%
Q4 2020$2,370,000
+7.4%
125,141
+6.6%
0.21%
+42.0%
Q3 2020$2,207,000
-13.2%
117,369
-32.1%
0.15%
-63.5%
Q3 2019$2,542,000172,8940.41%
Other shareholders
WORLD GOLD TR shareholders Q1 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,895,686$86,947,00025.09%
Hollow Brook Wealth Management LLC 1,736,685$30,843,00023.60%
Cassaday & Co Inc. 9,831,350$174,605,00018.50%
3EDGE Asset Management, LP 7,442,479$132,178,00015.67%
American Investment Services, Inc. 1,430,881$25,412,0008.93%
EVOKE WEALTH, LLC 5,091,399$90,487,0008.77%
Burt Wealth Advisors 1,118,373$19,862,0008.05%
Richard C. Young & CO., LTD. 2,401,385$42,649,0007.10%
TPG Financial Advisors, LLC 404,313$7,181,0006.44%
Capital Planning Advisors, LLC 1,156,682$20,543,0006.12%
View complete list of WORLD GOLD TR shareholders