Selective Wealth Management, Inc. - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 387 filers reported holding WORLD GOLD TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of WORLD GOLD TR
ValueSharesWeighting
Q2 2024$204,641
+6721.4%
4,368
+5292.6%
0.09%
+8900.0%
Q3 2022$3,0000.0%810.0%0.00%0.0%
Q2 2022$3,000810.00%
Other shareholders
WORLD GOLD TR shareholders Q2 2024
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,045,613$155,635,00024.75%
3EDGE Asset Management, LP 5,527,489$212,643,00015.83%
Hollow Brook Wealth Management LLC 865,857$33,310,00014.84%
Joseph Group Capital Management 342,752$13,186,00013.29%
January Capital Advisors LLC 311,941$11,192,0009.93%
PEAK FINANCIAL ADVISORS LLC 293,889$11,306,0009.69%
Piedmont Capital Management, LLC 271,589$10,477,0007.87%
American Investment Services, Inc. 867,051$33,355,0007.32%
Burt Wealth Advisors 601,955$23,157,0006.95%
Wealthsimple Inc. 5,743,549$220,954,0006.93%
View complete list of WORLD GOLD TR shareholders