Adero Partners, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 224 filers reported holding WORLD GOLD TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 2021
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