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 | $199,187,232 | -0.4% | 5,433,367 | +3.5% | 7.01% | +0.9% |
| Q2 2023 | $199,993,251 | +4.3% | 5,250,545 | +4.1% | 6.95% | -0.5% |
| Q1 2023 | $191,833,607 | +11.2% | 5,045,680 | +3.2% | 6.98% | +11.9% |
| Q4 2022 | $172,441,554 | +16.0% | 4,891,579 | +8.5% | 6.24% | +3.9% |
| Q3 2022 | $148,610,000 | -1.3% | 4,509,671 | +7.4% | 6.00% | +7.8% |
| Q2 2022 | $150,601,000 | +9.2% | 4,197,359 | +17.1% | 5.57% | +23.4% |
| Q1 2022 | $137,944,000 | – | 3,585,764 | – | 4.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 4,045,613 | $155,635,000 | 24.75% |
| 3EDGE Asset Management, LP | 5,527,489 | $212,643,000 | 15.83% |
| Hollow Brook Wealth Management LLC | 865,857 | $33,310,000 | 14.84% |
| Joseph Group Capital Management | 342,752 | $13,186,000 | 13.29% |
| January Capital Advisors LLC | 311,941 | $11,192,000 | 9.93% |
| PEAK FINANCIAL ADVISORS LLC | 293,889 | $11,306,000 | 9.69% |
| Coco Enterprises, LLC | 271,589 | $10,477,000 | 7.87% |
| American Investment Services, Inc. | 867,051 | $33,355,000 | 7.32% |
| Burt Wealth Advisors | 601,955 | $23,157,000 | 6.95% |
| Wealthsimple Inc. | 5,743,549 | $220,954,000 | 6.93% |