Adero Partners, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 204 filers reported holding WORLD GOLD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$439,920
-3.8%
12,0000.0%0.04%
-6.7%
Q2 2023$457,080
-2.6%
12,0000.0%0.04%
-11.8%
Q1 2023$469,320
+8.1%
12,0000.0%0.05%
-1.9%
Q4 2022$434,280
+10.5%
12,0000.0%0.05%
+4.0%
Q3 2022$393,000
-4.8%
12,0000.0%0.05%
-15.3%
Q2 2022$413,000
-10.6%
12,0000.0%0.06%
-13.2%
Q1 2022$462,00012,0000.07%
Other shareholders
WORLD GOLD TR shareholders Q1 2022
NameSharesValueWeighting ↓
MEDICI CAPITAL LLC 315,879$11,580,12420.34%
Hollow Brook Wealth Management LLC 1,146,878$42,044,54717.55%
Greenline Partners, LLC 1,417,506$51,965,7709.79%
Joseph Group Capital Management 347,841$12,751,8519.18%
PEAK FINANCIAL ADVISORS LLC 220,224$8,073,4128.73%
STAPP WEALTH MANAGEMENT, PLLC 112,469$4,123,1147.94%
EVOKE WEALTH, LLC 5,433,367$199,187,2327.01%
American Investment Services, Inc. 853,083$31,274,0296.68%
Burt Wealth Advisors 566,221$20,757,6626.38%
AIFG Consultants Ltd. 192,959$7,073,8775.87%
View complete list of WORLD GOLD TR shareholders