MBL Wealth, LLC - WORLD GOLD TR ownership

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
MBL Wealth, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$19,800,506
+0.8%
540,112
+4.7%
2.79%
+0.5%
Q2 2023$19,644,270
+3.7%
515,733
+6.5%
2.77%
-6.4%
Q1 2023$18,946,214
+112400.5%
484,434
+4.1%
2.96%
-8.0%
Q4 2022$16,841
+10.8%
465,362
+1.0%
3.22%
-1.7%
Q3 2022$15,193
+47.0%
460,679
+60.0%
3.28%
+27.2%
Q2 2022$10,332
-99.9%
287,965
+11.6%
2.58%
+6.4%
Q1 2022$9,927,000258,0332.42%
Other shareholders
WORLD GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,045,613$155,635,00024.75%
3EDGE Asset Management, LP 5,527,489$212,643,00015.83%
Hollow Brook Wealth Management LLC 865,857$33,310,00014.84%
Joseph Group Capital Management 342,752$13,186,00013.29%
January Capital Advisors LLC 311,941$11,192,0009.93%
PEAK FINANCIAL ADVISORS LLC 293,889$11,306,0009.69%
Coco Enterprises, LLC 271,589$10,477,0007.87%
American Investment Services, Inc. 867,051$33,355,0007.32%
Burt Wealth Advisors 601,955$23,157,0006.95%
Wealthsimple Inc. 5,743,549$220,954,0006.93%
View complete list of WORLD GOLD TR shareholders