WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 303 filers reported holding WORLD GOLD TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,272,424 | +1.0% | 362,041 | +4.9% | 3.22% | +8.8% |
| Q2 2023 | $13,145,240 | +0.3% | 345,110 | +3.0% | 2.96% | -6.2% |
| Q1 2023 | $13,101,107 | +2.8% | 334,981 | -4.8% | 3.15% | +0.9% |
| Q4 2022 | $12,739,495 | +12.5% | 352,017 | +2.5% | 3.12% | +5.9% |
| Q3 2022 | $11,328,000 | – | 343,496 | – | 2.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 3,640,212 | $120,054,000 | 19.14% |
| Hollow Brook Wealth Management LLC | 946,588 | $31,218,000 | 17.72% |
| Joseph Group Capital Management | 365,431 | $12,052,000 | 13.15% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,243,547 | $139,953,000 | 11.36% |
| Greenline Partners, LLC | 1,397,355 | $46,085,000 | 10.50% |
| STAPP WEALTH MANAGEMENT, PLLC | 76,169 | $2,512,000 | 7.33% |
| Wealthsimple Inc. | 5,859,730 | $193,254,000 | 7.19% |
| American Investment Services, Inc. | 899,106 | $29,653,000 | 7.06% |
| Warren Street Wealth Advisors, LLC | 210,774 | $6,951,000 | 7.00% |
| R. W. Roge & Company, Inc. | 270,687 | $9,006,000 | 6.38% |