Adero Partners, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 129 filers reported holding WORLD GOLD TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$436,000
+4.1%
24,0000.0%0.07%
-6.6%
Q3 2021$419,000
-0.9%
24,0000.0%0.08%
-22.4%
Q2 2021$423,000
+3.7%
24,0000.0%0.10%
-46.4%
Q1 2021$408,000
-10.3%
24,0000.0%0.18%
-53.1%
Q4 2020$455,000
+0.9%
24,0000.0%0.39%
+8.0%
Q3 2020$451,000
+5.9%
24,0000.0%0.36%
-18.5%
Q2 2020$426,000
+13.0%
24,0000.0%0.44%
-29.0%
Q1 2020$377,000
+3.9%
24,0000.0%0.62%
+53.3%
Q4 2019$363,00024,0000.41%
Other shareholders
WORLD GOLD TR shareholders Q1 2020
NameSharesValueWeighting ↓
Richard C. Young & CO., LTD. 878,068$32,189,9704.58%
RETIREMENT INCOME SOLUTIONS, INC 140,041$5,133,9031.44%
FirstPurpose Wealth LLC 13,538$496,3030.21%
Retirement Group, LLC 735$26,9450.01%
Sound Income Strategies, LLC 618$22,6560.00%
View complete list of WORLD GOLD TR shareholders