LAKE STREET ADVISORS GROUP, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 33 filers reported holding WORLD GOLD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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$199,00010,5640.02%
Other shareholders
WORLD GOLD TR shareholders Q1 2022
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