BEAM WEALTH ADVISORS, INC. - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 327 filers reported holding WORLD GOLD TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of WORLD GOLD TR
ValueSharesWeighting
Q1 2023$238,023
+3.6%
6,086
-4.1%
0.24%0.0%
Q4 2022$229,734
+5.4%
6,348
-3.8%
0.24%
-1.6%
Q3 2022$218,000
-6.4%
6,599
+1.8%
0.24%
-6.2%
Q2 2022$233,000
-69.0%
6,483
-66.8%
0.26%
-70.0%
Q1 2022$751,00019,5180.86%
Other shareholders
WORLD GOLD TR shareholders Q2 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,045,613$155,635,00024.75%
3EDGE Asset Management, LP 5,527,489$212,643,00015.83%
Hollow Brook Wealth Management LLC 865,857$33,310,00014.84%
Joseph Group Capital Management 342,752$13,186,00013.29%
January Capital Advisors LLC 311,941$11,192,0009.93%
PEAK FINANCIAL ADVISORS LLC 293,889$11,306,0009.69%
Piedmont Capital Management, LLC 271,589$10,477,0007.87%
American Investment Services, Inc. 867,051$33,355,0007.32%
Burt Wealth Advisors 601,955$23,157,0006.95%
Wealthsimple Inc. 5,743,549$220,954,0006.93%
View complete list of WORLD GOLD TR shareholders