WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 367 filers reported holding WORLD GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,705,423 | +17.2% | 37,002 | -6.8% | 1.53% | +1.3% |
| Q3 2023 | $1,455,481 | -8.7% | 39,702 | -5.2% | 1.51% | -3.9% |
| Q2 2023 | $1,594,981 | -14.4% | 41,874 | -12.1% | 1.57% | -19.6% |
| Q1 2023 | $1,864,178 | -2.1% | 47,665 | -9.4% | 1.95% | +33.8% |
| Q4 2022 | $1,904,318 | +6.9% | 52,620 | -2.6% | 1.46% | -9.2% |
| Q3 2022 | $1,781,000 | -2.6% | 53,999 | +6.0% | 1.60% | +2.6% |
| Q2 2022 | $1,828,000 | -16.8% | 50,959 | -10.7% | 1.56% | -6.4% |
| Q1 2022 | $2,196,000 | – | 57,086 | – | 1.67% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 1,421,577 | $54,147,868 | 80.29% |
| Hollow Brook Wealth Management LLC | 1,145,867 | $43,646,074 | 18.87% |
| Joseph Group Capital Management | 342,624 | $13,050,548 | 10.97% |
| Greenline Partners, LLC | 1,393,619 | $53,082,947 | 9.93% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,631,526 | $176,414,825 | 9.74% |
| 3EDGE Asset Management, LP | 3,175,560 | $120,957,061 | 9.11% |
| STAPP WEALTH MANAGEMENT, PLLC | 113,308 | $4,315,902 | 8.55% |
| Cassaday & Co Wealth Management LLC | 5,250,656 | $199,997,488 | 7.93% |
| Piedmont Capital Management, LLC | 264,916 | $10,090,650 | 7.66% |
| EVOKE WEALTH, LLC | 5,250,545 | $199,993,251 | 6.95% |