WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 6 filers reported holding WORLD GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 1,379,577 | $53,955,256 | 66.78% |
| Hollow Brook Wealth Management LLC | 1,078,664 | $42,186,549 | 19.99% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,631,526 | $181,138,982 | 13.60% |
| Joseph Group Capital Management | 360,469 | $14,097,943 | 12.37% |
| 3EDGE Asset Management, LP | 3,949,131 | $154,450,494 | 11.63% |
| Greenline Partners, LLC | 1,375,743 | $53,806,400 | 10.27% |
| Cassaday & Co Wealth Management LLC | 5,235,784 | $204,771,513 | 8.73% |
| Coco Enterprises, LLC | 263,726 | $10,353,863 | 8.29% |
| EVOKE WEALTH, LLC | 5,045,680 | $191,833,607 | 6.98% |
| AIFG Consultants Ltd. | 210,270 | $8,223,660 | 6.96% |