Sargent Investment Group, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 115 filers reported holding WORLD GOLD TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Sargent Investment Group, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2021$760,000
-64.3%
43,543
-63.9%
0.18%
-63.4%
Q2 2021$2,127,000
+13.6%
120,766
+9.6%
0.50%
+2.4%
Q1 2021$1,873,000
+10.1%
110,156
+22.6%
0.49%
-8.2%
Q4 2020$1,701,000
+32.6%
89,834
+31.6%
0.54%
+15.0%
Q3 2020$1,283,000
+44.8%
68,257
+36.1%
0.47%
+40.2%
Q2 2020$886,000
+230.6%
50,150
+194.6%
0.33%
+170.7%
Q1 2020$268,000
-66.5%
17,025
-67.8%
0.12%
-18.0%
Q4 2019$800,00052,8500.15%
Other shareholders
WORLD GOLD TR shareholders Q4 2019
NameSharesValueWeighting ↓
Cassaday & Co Inc. 15,135,075$275,156,00025.87%
RGT Wealth Advisors, LLC 7,967,736$144,853,00022.10%
3EDGE Asset Management, LP 10,574,433$192,243,00016.46%
Hollow Brook Wealth Management LLC 1,638,656$29,791,00015.28%
American Investment Services, Inc. 1,735,722$31,555,0006.91%
January Capital Advisors LLC 476,802$8,668,0006.89%
Warren Street Wealth Advisors, LLC 397,850$7,233,0006.69%
Tidal Investments LLC 9,083,838$165,144,0005.06%
Capital Planning Advisors, LLC 1,392,679$25,319,0004.82%
Timber Creek Capital Management LLC 799,786$14,540,0004.33%
View complete list of WORLD GOLD TR shareholders