Wallace Advisory Group, LLC - WORLD GOLD TR ownership

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
Wallace Advisory Group, LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$2,801,367
-23.7%
73,546
-21.6%
2.01%
-27.9%
Q2 2023$3,669,4170.0%93,8230.0%2.79%0.0%
Q1 2023$3,669,417
+185.2%
93,823
+163.9%
2.79%
+174.7%
Q4 2022$1,286,73635,5551.02%
Other shareholders
WORLD GOLD TR shareholders Q4 2022
NameSharesValueWeighting ↓
MEDICI CAPITAL LLC 315,879$11,580,12420.34%
Hollow Brook Wealth Management LLC 1,146,878$42,044,54717.55%
Greenline Partners, LLC 1,417,506$51,965,7709.79%
Joseph Group Capital Management 347,841$12,751,8519.18%
PEAK FINANCIAL ADVISORS LLC 220,224$8,073,4128.73%
STAPP WEALTH MANAGEMENT, PLLC 112,469$4,123,1147.94%
EVOKE WEALTH, LLC 5,433,367$199,187,2327.01%
American Investment Services, Inc. 853,083$31,274,0296.68%
Burt Wealth Advisors 566,221$20,757,6626.38%
AIFG Consultants Ltd. 192,959$7,073,8775.87%
View complete list of WORLD GOLD TR shareholders