Windsor Wealth Management, Inc. - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 252 filers reported holding WORLD GOLD TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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 2021
NameSharesValueWeighting ↓
Cassaday & Co Inc. 14,610,095$255,092,00027.33%
RGT Wealth Advisors, LLC 7,709,303$134,604,00026.58%
Hollow Brook Wealth Management LLC 1,611,695$28,140,00017.44%
3EDGE Asset Management, LP 10,602,522$185,120,00014.60%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13,234,800$231,079,0008.49%
American Investment Services, Inc. 1,814,303$31,678,0007.11%
Burt Wealth Advisors 1,085,325$18,950,0006.04%
TPG Financial Advisors, LLC 519,643$9,073,0005.99%
Tidal Investments LLC 8,237,271$143,823,0005.38%
Capital Planning Advisors, LLC 1,382,622$24,141,0005.01%
View complete list of WORLD GOLD TR shareholders