WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 259 filers reported holding WORLD GOLD TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,447,561 | -21.0% | 39,486 | -22.0% | 0.02% | -50.0% |
Q4 2022 | $1,832,447 | -26.8% | 50,634 | -33.3% | 0.04% | -35.7% |
Q3 2022 | $2,505,000 | -28.7% | 75,881 | -22.4% | 0.06% | -24.3% |
Q2 2022 | $3,515,000 | -12.2% | 97,821 | -6.0% | 0.07% | +34.5% |
Q1 2022 | $4,003,000 | – | 104,045 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 4,045,613 | $155,635,000 | 24.75% |
3EDGE Asset Management, LP | 5,527,489 | $212,643,000 | 15.83% |
Hollow Brook Wealth Management LLC | 865,857 | $33,310,000 | 14.84% |
Joseph Group Capital Management | 342,752 | $13,186,000 | 13.29% |
January Capital Advisors LLC | 311,941 | $11,192,000 | 9.93% |
PEAK FINANCIAL ADVISORS LLC | 293,889 | $11,306,000 | 9.69% |
Coco Enterprises, LLC | 271,589 | $10,477,000 | 7.87% |
American Investment Services, Inc. | 867,051 | $33,355,000 | 7.32% |
Burt Wealth Advisors | 601,955 | $23,157,000 | 6.95% |
Wealthsimple Inc. | 5,743,549 | $220,954,000 | 6.93% |