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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,587,772 | +629.0% | 1,707,015 | +657.4% | 0.11% | +646.7% |
| Q2 2023 | $8,584,953 | -14.9% | 225,386 | -12.7% | 0.02% | -21.1% |
| Q1 2023 | $10,093,147 | -15.1% | 258,071 | -21.4% | 0.02% | -26.9% |
| Q4 2022 | $11,888,523 | +1.6% | 328,503 | -7.4% | 0.03% | 0.0% |
| Q3 2022 | $11,704,000 | +23.4% | 354,883 | +34.2% | 0.03% | +30.0% |
| Q2 2022 | $9,482,000 | -9.1% | 264,420 | -2.5% | 0.02% | -4.8% |
| Q1 2022 | $10,431,000 | – | 271,268 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 4,045,613 | $155,635,000 | 24.75% |
| 3EDGE Asset Management, LP | 5,527,489 | $212,643,000 | 15.83% |
| Hollow Brook Wealth Management LLC | 865,857 | $33,310,000 | 14.84% |
| Joseph Group Capital Management | 342,752 | $13,186,000 | 13.29% |
| January Capital Advisors LLC | 311,941 | $11,192,000 | 9.93% |
| PEAK FINANCIAL ADVISORS LLC | 293,889 | $11,306,000 | 9.69% |
| Coco Enterprises, LLC | 271,589 | $10,477,000 | 7.87% |
| American Investment Services, Inc. | 867,051 | $33,355,000 | 7.32% |
| Burt Wealth Advisors | 601,955 | $23,157,000 | 6.95% |
| Wealthsimple Inc. | 5,743,549 | $220,954,000 | 6.93% |