WFA of San Diego, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 198 filers reported holding WORLD GOLD TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$2,097,000
+7.9%
115,322
+3.6%
1.22%
-10.3%
Q3 2021$1,943,000
+1.0%
111,294
+1.8%
1.36%
-9.0%
Q2 2021$1,924,000
+5.8%
109,283
+2.2%
1.49%
-1.1%
Q1 2021$1,818,000
+10000.0%
106,930
-5.4%
1.51%
+30100.0%
Q4 2020$18,000
-99.1%
113,076
+4.1%
0.01%
-99.7%
Q3 2020$2,041,000
-51.1%
108,571
-57.8%
1.93%
+97.7%
Q2 2020$4,176,000257,2840.98%
Other shareholders
WORLD GOLD TR shareholders Q3 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 14,610,095$255,092,00027.33%
RGT Wealth Advisors, LLC 7,709,303$134,604,00026.58%
Hollow Brook Wealth Management LLC 1,611,695$28,140,00017.44%
3EDGE Asset Management, LP 10,602,522$185,120,00014.60%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13,234,800$231,079,0008.49%
American Investment Services, Inc. 1,814,303$31,678,0007.11%
Burt Wealth Advisors 1,085,325$18,950,0006.04%
TPG Financial Advisors, LLC 519,643$9,073,0005.99%
Tidal Investments LLC 8,237,271$143,823,0005.38%
Capital Planning Advisors, LLC 1,382,622$24,141,0005.01%
View complete list of WORLD GOLD TR shareholders