Windsor Wealth Management, Inc. - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 221 filers reported holding WORLD GOLD TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of WORLD GOLD TR
ValueSharesWeighting
Q2 2022$276,000
-95.0%
7,979
-95.7%
0.07%
-93.0%
Q1 2022$5,472,000
+265.5%
185,887
+123.9%
1.01%
+268.0%
Q4 2021$1,497,000
-30.8%
83,009
-32.9%
0.28%
-39.2%
Q3 2021$2,162,000
-21.4%
123,634
-20.9%
0.45%
-24.0%
Q2 2021$2,752,000
+594.9%
156,270
+571.5%
0.60%
+533.0%
Q1 2021$396,000
-92.7%
23,271
-91.9%
0.09%
-93.2%
Q4 2020$5,432,000
+3.3%
286,783
+3.4%
1.38%
-9.4%
Q3 2020$5,258,000
+164.9%
277,476
+148.2%
1.53%
+142.2%
Q2 2020$1,985,000
+87.6%
111,786
+66.1%
0.63%
+48.1%
Q1 2020$1,058,000
+2.8%
67,287
-1.0%
0.43%
+12.4%
Q4 2019$1,029,000
+15.1%
67,980
+13.6%
0.38%
-2.8%
Q3 2019$894,000
+438.6%
59,830
+397.9%
0.39%
+434.2%
Q2 2019$166,000
-59.4%
12,017
-62.1%
0.07%
-68.3%
Q1 2019$409,00031,6800.23%
Other shareholders
WORLD GOLD TR shareholders Q4 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 10,046,674$190,284,00024.66%
RGT Wealth Advisors, LLC 6,148,203$116,447,00024.43%
Hollow Brook Wealth Management LLC 2,146,369$40,652,00024.21%
3EDGE Asset Management, LP 9,476,363$179,482,00016.06%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 14,488,204$274,407,00014.44%
American Investment Services, Inc. 1,342,335$25,424,0007.72%
Burt Wealth Advisors 1,145,760$21,701,0007.48%
Tidal Investments LLC 5,537,531$104,881,0007.25%
EVOKE WEALTH, LLC 5,400,446$102,284,0006.90%
PALLADIEM, LLC 357,950$6,780,0006.35%
View complete list of WORLD GOLD TR shareholders