Upper Left Wealth Management, LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 243 filers reported holding WORLD GOLD TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$2,911,794
-0.9%
79,427
+3.0%
3.03%
-7.3%
Q2 2023$2,937,996
-2.4%
77,133
+0.2%
3.27%
-4.5%
Q1 2023$3,011,783
+5.5%
77,008
-2.4%
3.42%
+1.4%
Q4 2022$2,854,233
+1.6%
78,868
-5.5%
3.37%
-7.6%
Q3 2022$2,809,00083,4953.65%
Other shareholders
WORLD GOLD TR shareholders Q3 2022
NameSharesValueWeighting ↓
MEDICI CAPITAL LLC 1,379,577$53,955,25666.78%
Hollow Brook Wealth Management LLC 1,078,664$42,186,54919.99%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 4,631,526$181,138,98213.60%
Joseph Group Capital Management 360,469$14,097,94312.37%
3EDGE Asset Management, LP 3,949,131$154,450,49411.63%
Greenline Partners, LLC 1,375,743$53,806,40010.27%
Cassaday & Co Wealth Management LLC 5,235,784$204,771,5138.73%
Coco Enterprises, LLC 263,726$10,353,8638.29%
EVOKE WEALTH, LLC 5,045,680$191,833,6076.98%
AIFG Consultants Ltd. 210,270$8,223,6606.96%
View complete list of WORLD GOLD TR shareholders