WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 327 filers reported holding WORLD GOLD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
---|---|---|---|
RGT Wealth Advisors, LLC | 3,640,212 | $120,054,000 | 19.14% |
Hollow Brook Wealth Management LLC | 946,588 | $31,218,000 | 17.72% |
Joseph Group Capital Management | 365,431 | $12,052,000 | 13.15% |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,243,547 | $139,953,000 | 11.36% |
Greenline Partners, LLC | 1,397,355 | $46,085,000 | 10.50% |
STAPP WEALTH MANAGEMENT, PLLC | 76,169 | $2,512,000 | 7.33% |
Wealthsimple Inc. | 5,859,730 | $193,254,000 | 7.19% |
American Investment Services, Inc. | 899,106 | $29,653,000 | 7.06% |
Warren Street Wealth Advisors, LLC | 210,774 | $6,951,000 | 7.00% |
R. W. Roge & Company, Inc. | 270,687 | $9,006,000 | 6.38% |