LAKE STREET ADVISORS GROUP, LLC - WORLD GOLD TR ownership

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WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 232 filers reported holding WORLD GOLD TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$200,000
+2.6%
10,996
-1.6%
0.01%
-7.1%
Q2 2021$195,000
+8.3%
11,178
+5.8%
0.01%
-6.7%
Q1 2021$180,000
-10.0%
10,5640.0%0.02%
-11.8%
Q4 2020$200,000
+0.5%
10,5640.0%0.02%
-10.5%
Q3 2020$199,000–10,564–0.02%–
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Other shareholders
WORLD GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
Richard C. Young & CO., LTD. 878,068$32,189,9704.58%
RETIREMENT INCOME SOLUTIONS, INC 140,041$5,133,9031.44%
FirstPurpose Wealth LLC 13,538$496,3030.21%
Retirement Group, LLC 735$26,9450.01%
Sound Income Strategies, LLC 618$22,6560.00%
View complete list of WORLD GOLD TR shareholders