Steward Partners Investment Advisory, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 320 filers reported holding WORLD GOLD TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$824,483
+17.2%
22,490
+21.8%
0.01%
+18.2%
Q2 2023$703,560
+52.7%
18,471
+56.8%
0.01%
+57.1%
Q1 2023$460,63811,7780.01%
Other shareholders
WORLD GOLD TR shareholders Q2 2023
NameSharesValueWeighting ↓
MEDICI CAPITAL LLC 1,379,577$53,955,25666.78%
Hollow Brook Wealth Management LLC 1,078,664$42,186,54919.99%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 4,631,526$181,138,98213.60%
Joseph Group Capital Management 360,469$14,097,94312.37%
3EDGE Asset Management, LP 3,949,131$154,450,49411.63%
Greenline Partners, LLC 1,375,743$53,806,40010.27%
Cassaday & Co Wealth Management LLC 5,235,784$204,771,5138.73%
Coco Enterprises, LLC 263,726$10,353,8638.29%
EVOKE WEALTH, LLC 5,045,680$191,833,6076.98%
AIFG Consultants Ltd. 210,270$8,223,6606.96%
View complete list of WORLD GOLD TR shareholders