Gradient Capital Advisors, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 260 filers reported holding WORLD GOLD TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$1,131,987
-7.1%
30,878
-3.5%
0.47%
-3.3%
Q2 2023$1,218,651
-0.3%
31,994
+2.4%
0.49%
-6.0%
Q1 2023$1,222,344
+5.5%
31,254
-2.4%
0.52%
-1.1%
Q4 2022$1,158,659
+10.7%
32,016
+0.9%
0.53%
+5.2%
Q3 2022$1,047,000
-2.1%
31,740
+6.4%
0.50%
-2.5%
Q2 2022$1,070,000
+6.2%
29,831
+13.9%
0.51%
+20.1%
Q1 2022$1,008,00026,2020.43%
Other shareholders
WORLD GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
Versant Capital Management, Inc 142,082$5,812,5751.73%
EisnerAmper Wealth Management Corporate Benefits, LLC 33,105$1,3540.50%
B.O.S.S. Retirement Advisors, LLC 16,218$594,5530.14%
Anchor Investment Management, LLC 5,961$243,8650.03%
APPLETON PARTNERS INC/MA 7,840$3210.03%
Pacifica Partners Inc. 280$11,2110.01%
View complete list of WORLD GOLD TR shareholders