Sound Income Strategies, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 232 filers reported holding WORLD GOLD TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$22,656
-3.8%
6180.0%0.00%0.0%
Q2 2023$23,540
-2.6%
6180.0%0.00%
-33.3%
Q1 2023$24,170
+8.1%
6180.0%0.00%0.0%
Q4 2022$22,365
+148.5%
618
+116.1%
0.00%
+200.0%
Q3 2022$9,000
-25.0%
286
-15.9%
0.00%
-50.0%
Q2 2022$12,000
-7.7%
3400.0%0.00%
+100.0%
Q1 2022$13,000
-35.0%
340
-69.7%
0.00%
-50.0%
Q4 2021$20,000
+66.7%
1,121
+64.6%
0.00%0.0%
Q3 2021$12,0000.0%6810.0%0.00%0.0%
Q2 2021$12,000
-99.9%
681
-14.6%
0.00%0.0%
Q1 2021$13,549,000
+104123.1%
797
+17.0%
0.00%
-33.3%
Q4 2020$13,000
-53.6%
681
-53.5%
0.00%
-62.5%
Q3 2020$28,000
+100.0%
1,465
+87.6%
0.01%
+100.0%
Q2 2020$14,000
+7.7%
781
-5.2%
0.00%0.0%
Q1 2020$13,000
-51.9%
824
-53.8%
0.00%
-20.0%
Q4 2019$27,000
-3.6%
1,783
-7.0%
0.01%
-37.5%
Q3 2019$28,000
-9.7%
1,917
-12.4%
0.01%
-27.3%
Q2 2019$31,0002,1890.01%
Other shareholders
WORLD GOLD TR shareholders Q3 2021
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