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 | $18,920,086 | -5.8% | 516,097 | -2.1% | 2.22% | -1.2% |
| Q2 2023 | $20,088,120 | -1.9% | 527,386 | +0.7% | 2.25% | -5.9% |
| Q1 2023 | $20,480,512 | +7.0% | 523,665 | -1.0% | 2.39% | +0.4% |
| Q4 2022 | $19,138,714 | +6.5% | 528,840 | -2.9% | 2.38% | -2.4% |
| Q3 2022 | $17,968,000 | -5.6% | 544,815 | +2.7% | 2.44% | +0.1% |
| Q2 2022 | $19,034,000 | -9.6% | 530,491 | -3.1% | 2.44% | +1.2% |
| Q1 2022 | $21,052,000 | – | 547,458 | – | 2.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 315,879 | $11,580,124 | 20.34% |
| Hollow Brook Wealth Management LLC | 1,146,878 | $42,044,547 | 17.55% |
| Greenline Partners, LLC | 1,417,506 | $51,965,770 | 9.79% |
| Joseph Group Capital Management | 347,841 | $12,751,851 | 9.18% |
| PEAK FINANCIAL ADVISORS LLC | 220,224 | $8,073,412 | 8.73% |
| STAPP WEALTH MANAGEMENT, PLLC | 112,469 | $4,123,114 | 7.94% |
| EVOKE WEALTH, LLC | 5,433,367 | $199,187,232 | 7.01% |
| American Investment Services, Inc. | 853,083 | $31,274,029 | 6.68% |
| Burt Wealth Advisors | 566,221 | $20,757,662 | 6.38% |
| AIFG Consultants Ltd. | 192,959 | $7,073,877 | 5.87% |