Leading Edge Financial Planning 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
Leading Edge Financial Planning LLC ownership history of WORLD GOLD TR
ValueSharesWeighting
Q3 2023$912,724
+5.3%
24,897
+9.4%
0.58%
+3.2%
Q2 2023$867,119
+5.7%
22,765
+8.5%
0.57%
-4.5%
Q1 2023$820,528
+29.4%
20,980
+19.7%
0.59%
+8.2%
Q4 2022$634,30217,5270.55%
Other shareholders
WORLD GOLD TR shareholders Q4 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 3,640,212$120,054,00019.14%
Hollow Brook Wealth Management LLC 946,588$31,218,00017.72%
Joseph Group Capital Management 365,431$12,052,00013.15%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 4,243,547$139,953,00011.36%
Greenline Partners, LLC 1,397,355$46,085,00010.50%
STAPP WEALTH MANAGEMENT, PLLC 76,169$2,512,0007.33%
Wealthsimple Inc. 5,859,730$193,254,0007.19%
American Investment Services, Inc. 899,106$29,653,0007.06%
Warren Street Wealth Advisors, LLC 210,774$6,951,0007.00%
R. W. Roge & Company, Inc. 270,687$9,006,0006.38%
View complete list of WORLD GOLD TR shareholders