WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 259 filers reported holding WORLD GOLD TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,954,661 | +1.9% | 107,874 | +5.8% | 2.36% | +2.4% |
| Q2 2023 | $3,882,171 | -1.2% | 101,921 | +1.4% | 2.30% | -8.5% |
| Q1 2023 | $3,930,399 | +12.0% | 100,496 | +3.6% | 2.52% | +4.3% |
| Q4 2022 | $3,510,249 | +2.7% | 96,995 | -6.4% | 2.41% | -7.4% |
| Q3 2022 | $3,419,000 | -7.0% | 103,664 | +1.2% | 2.60% | -2.4% |
| Q2 2022 | $3,675,000 | -6.4% | 102,416 | +0.4% | 2.67% | +8.3% |
| Q1 2022 | $3,926,000 | – | 102,042 | – | 2.46% | – |
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% |