WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 327 filers reported holding WORLD GOLD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,008,000 | – | 26,202 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 315,879 | $11,580,124 | 20.34% |
| Hollow Brook Wealth Management LLC | 1,146,878 | $42,044,547 | 17.55% |
| Greenline Partners, LLC | 1,417,506 | $51,965,770 | 9.79% |
| Joseph Group Capital Management | 347,841 | $12,751,851 | 9.18% |
| PEAK FINANCIAL ADVISORS LLC | 220,224 | $8,073,412 | 8.73% |
| STAPP WEALTH MANAGEMENT, PLLC | 112,469 | $4,123,114 | 7.94% |
| EVOKE WEALTH, LLC | 5,433,367 | $199,187,232 | 7.01% |
| American Investment Services, Inc. | 853,083 | $31,274,029 | 6.68% |
| Burt Wealth Advisors | 566,221 | $20,757,662 | 6.38% |
| AIFG Consultants Ltd. | 192,959 | $7,073,877 | 5.87% |