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 | $2,251,804 | -6.3% | 61,424 | -2.7% | 2.77% | +5.0% |
| Q2 2023 | $2,404,393 | +17.0% | 63,124 | +20.1% | 2.64% | +11.2% |
| Q1 2023 | $2,055,191 | +7.4% | 52,549 | -0.6% | 2.38% | +14.3% |
| Q4 2022 | $1,913,510 | +13.1% | 52,874 | +3.0% | 2.08% | -4.7% |
| Q3 2022 | $1,692,000 | -12.4% | 51,311 | -4.6% | 2.18% | -2.6% |
| Q2 2022 | $1,931,000 | – | 53,811 | – | 2.24% | – |
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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% |