WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 243 filers reported holding WORLD GOLD TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,679,429 | +4.4% | 536,809 | +8.5% | 2.04% | +7.4% |
Q2 2023 | $18,848,521 | +1.5% | 494,842 | +4.3% | 1.90% | -2.0% |
Q1 2023 | $18,563,864 | +24.9% | 474,658 | +15.6% | 1.94% | +20.3% |
Q4 2022 | $14,860,647 | +29.0% | 410,629 | +17.6% | 1.61% | +25.2% |
Q3 2022 | $11,516,000 | +54.5% | 349,183 | +60.4% | 1.29% | +75.0% |
Q2 2022 | $7,456,000 | – | 217,699 | – | 0.74% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MEDICI CAPITAL LLC | 315,879 | $11,580,124 | 20.34% |
Hollow Brook Wealth Management LLC | 1,146,878 | $42,044,547 | 17.55% |
Greenline Partners, LLC | 1,417,506 | $51,965,770 | 9.79% |
Joseph Group Capital Management | 347,841 | $12,751,851 | 9.18% |
PEAK FINANCIAL ADVISORS LLC | 220,224 | $8,073,412 | 8.73% |
STAPP WEALTH MANAGEMENT, PLLC | 112,469 | $4,123,114 | 7.94% |
EVOKE WEALTH, LLC | 5,433,367 | $199,187,232 | 7.01% |
American Investment Services, Inc. | 853,083 | $31,274,029 | 6.68% |
Burt Wealth Advisors | 566,221 | $20,757,662 | 6.38% |
AIFG Consultants Ltd. | 192,959 | $7,073,877 | 5.87% |