WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 327 filers reported holding WORLD GOLD TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $5,514,253 | -1.9% | 144,769 | +0.7% | 1.47% | -1.7% |
Q1 2023 | $5,621,556 | +9.0% | 143,737 | +0.8% | 1.49% | +7.9% |
Q4 2022 | $5,158,343 | +8.1% | 142,535 | -1.5% | 1.38% | +5.0% |
Q3 2022 | $4,772,000 | -4.8% | 144,707 | +3.6% | 1.32% | +7.0% |
Q2 2022 | $5,012,000 | -6.2% | 139,701 | +0.6% | 1.23% | +11.0% |
Q1 2022 | $5,343,000 | – | 138,894 | – | 1.11% | – |
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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% |