Sargent Investment Group, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 236 filers reported holding WORLD GOLD TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q2 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,895,686$86,947,00025.09%
Hollow Brook Wealth Management LLC 1,736,685$30,843,00023.60%
Cassaday & Co Inc. 9,831,350$174,605,00018.50%
3EDGE Asset Management, LP 7,442,479$132,178,00015.67%
American Investment Services, Inc. 1,430,881$25,412,0008.93%
EVOKE WEALTH, LLC 5,091,399$90,487,0008.77%
Burt Wealth Advisors 1,118,373$19,862,0008.05%
Richard C. Young & CO., LTD. 2,401,385$42,649,0007.10%
TPG Financial Advisors, LLC 404,313$7,181,0006.44%
Capital Planning Advisors, LLC 1,156,682$20,543,0006.12%
View complete list of WORLD GOLD TR shareholders