WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 265 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $515,202 | +17.1% | 11,178 | +11.9% | 0.05% | +13.0% |
| Q1 2024 | $440,111 | +10.1% | 9,991 | +2.2% | 0.05% | 0.0% |
| Q4 2023 | $399,854 | +136.8% | 9,774 | +112.2% | 0.05% | +109.1% |
| Q3 2023 | $168,856 | -3.8% | 4,606 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $175,443 | -5.1% | 4,606 | -2.6% | 0.02% | -12.0% |
| Q1 2023 | $184,951 | +8.3% | 4,729 | +0.3% | 0.02% | -7.4% |
| Q4 2022 | $170,708 | +18.5% | 4,717 | +8.1% | 0.03% | +3.8% |
| Q3 2022 | $144,000 | +0.7% | 4,364 | +9.4% | 0.03% | 0.0% |
| Q2 2022 | $143,000 | -2.1% | 3,990 | +5.0% | 0.03% | 0.0% |
| Q1 2022 | $146,000 | – | 3,801 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MEDICI CAPITAL LLC | 1,421,577 | $54,147,868 | 80.29% |
| Hollow Brook Wealth Management LLC | 1,145,867 | $43,646,074 | 18.87% |
| Joseph Group Capital Management | 342,624 | $13,050,548 | 10.97% |
| Greenline Partners, LLC | 1,393,619 | $53,082,947 | 9.93% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 4,631,526 | $176,414,825 | 9.74% |
| 3EDGE Asset Management, LP | 3,175,560 | $120,957,061 | 9.11% |
| STAPP WEALTH MANAGEMENT, PLLC | 113,308 | $4,315,902 | 8.55% |
| Cassaday & Co Wealth Management LLC | 5,250,656 | $199,997,488 | 7.93% |
| Piedmont Capital Management, LLC | 264,916 | $10,090,650 | 7.66% |
| EVOKE WEALTH, LLC | 5,250,545 | $199,993,251 | 6.95% |