FirstPurpose Wealth LLC - WORLD GOLD TR ownership

WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 252 filers reported holding WORLD GOLD TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$496,303
-19.6%
13,538
-16.5%
0.21%
-18.9%
Q2 2023$617,363
-24.1%
16,208
-22.1%
0.26%
-34.2%
Q1 2023$813,723
+192.4%
20,806
+170.6%
0.40%
+158.7%
Q4 2022$278,301
+12.2%
7,690
+2.2%
0.16%
-4.9%
Q3 2022$248,000
-31.5%
7,525
-25.4%
0.16%
-32.9%
Q2 2022$362,000
-23.3%
10,083
-17.8%
0.24%
-34.0%
Q1 2022$472,000
+21.6%
12,268
-42.5%
0.37%
+50.8%
Q4 2021$388,00021,3490.24%
Other shareholders
WORLD GOLD TR shareholders Q4 2021
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