WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 260 filers reported holding WORLD GOLD TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,138,041 | -4.2% | 85,599 | -0.5% | 2.12% | -0.3% |
| Q2 2023 | $3,276,369 | +10.1% | 86,017 | +13.0% | 2.12% | -9.6% |
| Q1 2023 | $2,976,369 | +6.9% | 76,103 | -1.1% | 2.35% | -7.0% |
| Q4 2022 | $2,784,188 | +8.5% | 76,933 | -1.2% | 2.53% | +6.9% |
| Q3 2022 | $2,567,000 | -9.1% | 77,840 | -1.1% | 2.36% | -6.1% |
| Q2 2022 | $2,823,000 | -7.1% | 78,690 | -0.4% | 2.52% | +20.0% |
| Q1 2022 | $3,038,000 | – | 78,982 | – | 2.10% | – |
Download | ||||||
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% |