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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,751,851 | -2.3% | 347,841 | +1.5% | 9.18% | -16.3% |
Q2 2023 | $13,050,548 | -7.4% | 342,624 | -5.0% | 10.97% | -11.3% |
Q1 2023 | $14,097,943 | +9.8% | 360,469 | +1.6% | 12.37% | +1.4% |
Q4 2022 | $12,838,000 | +6.5% | 354,726 | -2.9% | 12.20% | -7.3% |
Q3 2022 | $12,052,000 | -10.1% | 365,431 | -2.2% | 13.15% | -2.1% |
Q2 2022 | $13,403,000 | +1.6% | 373,544 | +9.0% | 13.43% | +1.0% |
Q1 2022 | $13,186,000 | – | 342,752 | – | 13.29% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MEDICI CAPITAL LLC | 315,879 | $11,580,124 | 20.34% |
Hollow Brook Wealth Management LLC | 1,146,878 | $42,044,547 | 17.55% |
Greenline Partners, LLC | 1,417,506 | $51,965,770 | 9.79% |
Joseph Group Capital Management | 347,841 | $12,751,851 | 9.18% |
PEAK FINANCIAL ADVISORS LLC | 220,224 | $8,073,412 | 8.73% |
STAPP WEALTH MANAGEMENT, PLLC | 112,469 | $4,123,114 | 7.94% |
EVOKE WEALTH, LLC | 5,433,367 | $199,187,232 | 7.01% |
American Investment Services, Inc. | 853,083 | $31,274,029 | 6.68% |
Burt Wealth Advisors | 566,221 | $20,757,662 | 6.38% |
AIFG Consultants Ltd. | 192,959 | $7,073,877 | 5.87% |