WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 6 filers reported holding WORLD GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,245,276 | -0.1% | 143,079 | +3.8% | 2.09% | +3.5% |
| Q2 2023 | $5,250,630 | -1.5% | 137,848 | +1.1% | 2.02% | -4.6% |
| Q1 2023 | $5,332,922 | +10.0% | 136,357 | +1.8% | 2.12% | +10.4% |
| Q4 2022 | $4,846,782 | +14.4% | 133,926 | +4.2% | 1.92% | -9.1% |
| Q3 2022 | $4,237,000 | -6.6% | 128,479 | +1.6% | 2.11% | -2.2% |
| Q2 2022 | $4,538,000 | -4.0% | 126,465 | +2.9% | 2.16% | +15.2% |
| Q1 2022 | $4,726,000 | – | 122,845 | – | 1.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Versant Capital Management, Inc | 142,082 | $5,812,575 | 1.73% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 33,105 | $1,354 | 0.50% |
| B.O.S.S. Retirement Advisors, LLC | 16,218 | $594,553 | 0.14% |
| Anchor Investment Management, LLC | 5,961 | $243,865 | 0.03% |
| APPLETON PARTNERS INC/MA | 7,840 | $321 | 0.03% |
| Pacifica Partners Inc. | 280 | $11,211 | 0.01% |