Upper Left Wealth Management, LLC - WORLD GOLD TR ownership

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
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 2023
NameSharesValueWeighting ↓
Versant Capital Management, Inc 142,082$5,812,5751.73%
EisnerAmper Wealth Management Corporate Benefits, LLC 33,105$1,3540.50%
B.O.S.S. Retirement Advisors, LLC 16,218$594,5530.14%
Anchor Investment Management, LLC 5,961$243,8650.03%
APPLETON PARTNERS INC/MA 7,840$3210.03%
Pacifica Partners Inc. 280$11,2110.01%
View complete list of WORLD GOLD TR shareholders