WORLD GOLD TR's ticker is and the CUSIP is 98149E303. A total of 303 filers reported holding WORLD GOLD TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,033,452 | +2.4% | 5,811,059 | +6.4% | 0.02% | +10.0% |
| Q2 2023 | $207,948,076 | +10.3% | 5,459,387 | +13.2% | 0.02% | 0.0% |
| Q1 2023 | $188,592,565 | +29.6% | 4,822,105 | +19.9% | 0.02% | +17.6% |
| Q4 2022 | $145,524,152 | -16.9% | 4,021,115 | -24.2% | 0.02% | -29.2% |
| Q3 2022 | $175,030,000 | +67.3% | 5,307,142 | +82.0% | 0.02% | +71.4% |
| Q2 2022 | $104,617,000 | -8.5% | 2,915,745 | -1.9% | 0.01% | -6.7% |
| Q1 2022 | $114,284,000 | – | 2,970,711 | – | 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% |