HBC Financial Services, PLLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 9 filers reported holding WORLD GOLD TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
HBC Financial Services, PLLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2022$18
-99.9%
5110.0%0.01%
+7.7%
Q3 2022$16,000
-5.9%
5110.0%0.01%0.0%
Q2 2022$17,000
-10.5%
5110.0%0.01%
-7.1%
Q1 2022$19,000
+5.6%
511
-50.0%
0.01%
+27.3%
Q4 2021$18,000
+5.9%
1,0230.0%0.01%0.0%
Q3 2021$17,000
-5.6%
1,0230.0%0.01%
-8.3%
Q2 2021$18,0001,0230.01%
Other shareholders
WORLD GOLD TR shareholders Q4 2022
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 5,205,913$188,401,9918.70%
Richard C. Young & CO., LTD. 868,420$31,428,1214.18%
RETIREMENT INCOME SOLUTIONS, INC 148,368$5,369,4381.70%
FirstPurpose Wealth LLC 7,690$278,3010.16%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 51,396$1,860,0210.14%
RFP Financial Group LLC 1,090$39,4470.02%
HBC Financial Services, PLLC 511$180.01%
New England Capital Financial Advisors LLC 135$5,1660.00%
Sound Income Strategies, LLC 618$22,3650.00%
View complete list of WORLD GOLD TR shareholders