LODESTAR PRIVATE ASSET 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
LODESTAR PRIVATE ASSET MANAGEMENT LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$2,454,607
+1.3%
66,956
+5.3%
0.42%
+3.4%
Q2 2023$2,422,638
+0.2%
63,603
+2.9%
0.41%
-5.8%
Q1 2023$2,416,998
+18.2%
61,800
+9.4%
0.43%
+9.9%
Q4 2022$2,043,97556,4790.39%
Other shareholders
WORLD GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 4,045,613$155,635,00024.75%
3EDGE Asset Management, LP 5,527,489$212,643,00015.83%
Hollow Brook Wealth Management LLC 865,857$33,310,00014.84%
Joseph Group Capital Management 342,752$13,186,00013.29%
January Capital Advisors LLC 311,941$11,192,0009.93%
PEAK FINANCIAL ADVISORS LLC 293,889$11,306,0009.69%
Coco Enterprises, LLC 271,589$10,477,0007.87%
American Investment Services, Inc. 867,051$33,355,0007.32%
Burt Wealth Advisors 601,955$23,157,0006.95%
Wealthsimple Inc. 5,743,549$220,954,0006.93%
View complete list of WORLD GOLD TR shareholders