WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 243 filers reported holding WORLD GOLD TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $743,978 | +36.0% | 20,294 | +41.3% | 0.13% | +30.0% |
| Q2 2023 | $547,010 | +2.7% | 14,361 | +5.5% | 0.10% | -2.9% |
| Q1 2023 | $532,483 | -1.9% | 13,615 | -9.2% | 0.10% | -8.0% |
| Q4 2022 | $542,524 | +10.0% | 14,991 | +0.3% | 0.11% | +5.7% |
| Q3 2022 | $493,000 | -93.9% | 14,940 | -93.4% | 0.11% | -93.9% |
| Q2 2022 | $8,116,000 | -3.5% | 226,204 | +3.5% | 1.73% | +26.5% |
| Q1 2022 | $8,408,000 | – | 218,565 | – | 1.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 4,045,613 | $155,635,000 | 24.75% |
| 3EDGE Asset Management, LP | 5,527,489 | $212,643,000 | 15.83% |
| Hollow Brook Wealth Management LLC | 865,857 | $33,310,000 | 14.84% |
| Joseph Group Capital Management | 342,752 | $13,186,000 | 13.29% |
| January Capital Advisors LLC | 311,941 | $11,192,000 | 9.93% |
| PEAK FINANCIAL ADVISORS LLC | 293,889 | $11,306,000 | 9.69% |
| Coco Enterprises, LLC | 271,589 | $10,477,000 | 7.87% |
| American Investment Services, Inc. | 867,051 | $33,355,000 | 7.32% |
| Burt Wealth Advisors | 601,955 | $23,157,000 | 6.95% |
| Wealthsimple Inc. | 5,743,549 | $220,954,000 | 6.93% |