Continuum Advisory, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 221 filers reported holding WORLD GOLD TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q4 2021$1,324,000
-4.2%
72,849
-8.0%
0.30%
-19.5%
Q3 2021$1,382,000
-0.9%
79,1430.0%0.37%
-14.5%
Q2 2021$1,394,000
-10.3%
79,143
-10.6%
0.43%
-33.1%
Q1 2021$1,554,000
-77.4%
88,479
-75.6%
0.65%
-79.3%
Q4 2020$6,863,000
+26.5%
362,338
+26.7%
3.12%
+5.2%
Q3 2020$5,424,000
+187.1%
285,905
+167.4%
2.97%
+150.5%
Q2 2020$1,889,000
+87.8%
106,927
+68.3%
1.18%
+75.0%
Q1 2020$1,006,000
+24.8%
63,516
+19.3%
0.68%
+44.7%
Q4 2019$806,000
+46.5%
53,236
+42.9%
0.47%
+27.2%
Q3 2019$550,000
+31.9%
37,241
+23.4%
0.37%
+28.7%
Q2 2019$417,000
-24.7%
30,178
-30.0%
0.29%
-30.9%
Q1 2019$554,000
+96.5%
43,117
+95.9%
0.41%
+100.0%
Q4 2018$282,00022,0130.21%
Other shareholders
WORLD GOLD TR shareholders Q4 2020
NameSharesValueWeighting ↓
Cassaday & Co Inc. 15,135,075$275,156,00025.87%
RGT Wealth Advisors, LLC 7,967,736$144,853,00022.10%
3EDGE Asset Management, LP 10,574,433$192,243,00016.46%
Hollow Brook Wealth Management LLC 1,638,656$29,791,00015.28%
American Investment Services, Inc. 1,735,722$31,555,0006.91%
January Capital Advisors LLC 476,802$8,668,0006.89%
Warren Street Wealth Advisors, LLC 397,850$7,233,0006.69%
Tidal Investments LLC 9,083,838$165,144,0005.06%
Capital Planning Advisors, LLC 1,392,679$25,319,0004.82%
Timber Creek Capital Management LLC 799,786$14,540,0004.33%
View complete list of WORLD GOLD TR shareholders