WORLD GOLD TR's ticker is GLDM and the CUSIP is 98149E204. A total of 233 filers reported holding WORLD GOLD TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,010,098 | +8.1% | 51,396 | 0.0% | 0.16% | +9.1% |
| Q4 2022 | $1,860,021 | +9.7% | 51,396 | 0.0% | 0.14% | +2.9% |
| Q3 2022 | $1,695,000 | -9.3% | 51,396 | -50.0% | 0.14% | -0.7% |
| Q4 2021 | $1,869,000 | +4.1% | 102,793 | 0.0% | 0.14% | -10.3% |
| Q3 2021 | $1,795,000 | -0.8% | 102,793 | 0.0% | 0.16% | +2.6% |
| Q2 2021 | $1,810,000 | +3.6% | 102,793 | 0.0% | 0.15% | +11.8% |
| Q1 2021 | $1,747,000 | -10.3% | 102,793 | 0.0% | 0.14% | -13.9% |
| Q4 2020 | $1,947,000 | – | 102,793 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 4,895,686 | $86,947,000 | 25.09% |
| Hollow Brook Wealth Management LLC | 1,736,685 | $30,843,000 | 23.60% |
| Cassaday & Co Inc. | 9,831,350 | $174,605,000 | 18.50% |
| 3EDGE Asset Management, LP | 7,442,479 | $132,178,000 | 15.67% |
| American Investment Services, Inc. | 1,430,881 | $25,412,000 | 8.93% |
| EVOKE WEALTH, LLC | 5,091,399 | $90,487,000 | 8.77% |
| Burt Wealth Advisors | 1,118,373 | $19,862,000 | 8.05% |
| Richard C. Young & CO., LTD. | 2,401,385 | $42,649,000 | 7.10% |
| TPG Financial Advisors, LLC | 404,313 | $7,181,000 | 6.44% |
| Capital Planning Advisors, LLC | 1,156,682 | $20,543,000 | 6.12% |