WORLD GOLD TR shareholder history

Current and past WORLD GOLD TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Sound Income Strategies, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Richard C. Young & CO., LTD. 17173.38%4.68%7.35%Q3 2019Q3 202317
Cassaday & Co Inc. 1410.01%22.32%35.75%Q4 2014Q4 202115
Mirae Asset Global Investments Co., Ltd. 14140.00%0.08%0.24%Q3 2018Q4 202114
RETIREMENT INCOME SOLUTIONS, INC 14141.44%2.15%3.60%Q2 2020Q3 202314
Windsor Wealth Management, Inc. 14140.07%0.54%1.53%Q1 2019Q2 202214
SEI INVESTMENTS CO 14140.01%0.07%0.17%Q3 2018Q4 202114
Tradewinds Capital Management, LLC 14140.00%0.01%0.03%Q3 2018Q4 202114
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.00%0.01%Q3 2018Q4 202114
COHEN & STEERS, INC. 14140.02%0.07%0.14%Q3 2018Q4 202114
American Investment Services, Inc. 14140.48%6.51%9.37%Q3 2018Q4 202114
RAYMOND JAMES & ASSOCIATES 14140.00%0.01%0.02%Q3 2018Q4 202114
CENTRAL TRUST Co 14140.01%0.04%0.09%Q3 2018Q4 202114
BANK OF AMERICA CORP /DE/ 14140.00%0.00%0.01%Q3 2018Q4 202114
ROYAL BANK OF CANADA 14140.00%0.01%0.02%Q3 2018Q4 202114
3EDGE Asset Management, LP 13133.25%13.01%18.26%Q4 2018Q4 202113
Continuum Advisory, LLC 13130.21%0.88%3.12%Q4 2018Q4 202113
Bank of New York Mellon Corp 13130.01%0.02%0.05%Q4 2018Q4 202113
ENVESTNET ASSET MANAGEMENT INC 13130.00%0.01%0.04%Q4 2018Q4 202113
Marble Harbor Investment Counsel, LLC 13130.27%0.34%0.42%Q4 2018Q4 202113
VAN ECK ASSOCIATES CORP 13130.00%0.01%0.02%Q4 2018Q4 202113
CWM, LLC 1120.00%0.00%0.00%Q4 2018Q1 202213
PFS INVESTMENTS INC. 13130.51%0.63%0.84%Q4 2018Q4 202113
JNBA Financial Advisors 13130.07%1.14%1.71%Q4 2018Q4 202113
Clark Capital Management Group, Inc. 13130.07%0.17%0.26%Q4 2018Q4 202113
Weil Company, Inc. 13130.28%0.43%0.58%Q4 2018Q4 202113
UBS Group AG 13130.00%0.02%0.03%Q4 2018Q4 202113
CI INVESTMENTS INC. 12120.00%0.05%0.19%Q1 2019Q4 202112
IFP Advisors, Inc 1110.00%0.04%0.16%Q4 2018Q1 202212
First Heartland Consultants, Inc. 12120.01%0.05%0.10%Q1 2019Q4 202112
ASSETMARK, INC 1110.00%0.04%0.09%Q4 2018Q4 202112
LPL Financial LLC 12120.00%0.04%0.14%Q1 2019Q4 202112
Versant Capital Management, Inc 12120.08%1.78%2.42%Q1 2019Q4 202112
Covington Capital Management 12120.00%0.05%0.48%Q1 2019Q4 202112
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.01%0.01%Q1 2019Q4 202112
NOTTINGHAM ADVISORS, INC. 12120.02%0.63%1.49%Q1 2019Q4 202112
Raymond James Financial Services Advisors, Inc. 12120.00%0.02%0.08%Q1 2019Q4 202112
Capital Planning Advisors, LLC 12123.61%5.06%6.26%Q1 2019Q4 202112
WestEnd Advisors, LLC 12120.00%0.00%0.01%Q1 2019Q4 202112
MORGAN STANLEY 11110.00%0.01%0.02%Q2 2019Q4 202111
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.00%Q2 2019Q4 202111
GOULD ASSET MANAGEMENT LLC /CA/ 11110.34%2.26%3.73%Q3 2019Q1 202211
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 650.05%6.84%14.44%Q2 2018Q4 202111
USAdvisors Wealth Management, LLC 11110.04%0.11%0.17%Q3 2019Q1 202211
Cambridge Investment Research Advisors, Inc. 11110.00%0.02%0.04%Q2 2019Q4 202111
TOCQUEVILLE ASSET MANAGEMENT L.P. 11110.01%0.02%0.03%Q2 2019Q4 202111
Goelzer Investment Management, Inc. 11110.03%0.04%0.05%Q2 2019Q4 202111
FORVIS Wealth Advisors, LLC 11110.13%0.60%1.11%Q2 2019Q4 202111
Formidable Asset Management, LLC 11110.12%0.41%0.91%Q2 2019Q4 202111
Kendall Capital Management 11110.21%0.33%0.54%Q2 2019Q4 202111
Hollow Brook Wealth Management LLC 10107.72%18.96%25.96%Q3 2019Q4 202110
Baker Ellis Asset Management LLC 10100.25%0.44%0.66%Q4 2019Q1 202210
IndexIQ Advisors LLC 10100.00%0.04%0.14%Q3 2019Q4 202110
Global Trust Asset Management, LLC 10100.00%0.07%0.17%Q4 2018Q1 202110
SeaCrest Wealth Management, LLC 10100.07%0.16%0.33%Q3 2019Q4 202110
Avior Wealth Management, LLC 10100.02%0.15%0.20%Q3 2019Q4 202110
Focused Wealth Management, Inc 10100.00%0.30%0.80%Q3 2018Q4 202010
AVANTAX ADVISORY SERVICES, INC. 10100.02%0.05%0.07%Q3 2019Q4 202110
BBVA USA Bancshares, Inc. 10100.01%0.01%0.02%Q4 2018Q1 202110
Community Bank, N.A. 10100.00%0.01%0.02%Q3 2019Q4 202110
Gradient Investments LLC 10100.13%1.32%2.11%Q3 2019Q4 202110
MML INVESTORS SERVICES, LLC 10100.01%0.05%0.11%Q3 2019Q4 202110
BOENNING & SCATTERGOOD, INC. 510.07%0.32%1.54%Q1 2019Q4 202110
Bank of Marin 10100.12%0.21%0.32%Q4 2019Q1 202210
FormulaFolio Investments, LLC 10100.06%0.46%1.14%Q1 2019Q2 202110
EVOKE WEALTH, LLC 10100.59%5.12%9.27%Q3 2019Q4 202110
Segment Wealth Management, LLC 10100.04%0.36%1.32%Q3 2019Q4 202110
Strategic Financial Services, Inc, 10101.79%2.49%2.79%Q3 2019Q4 202110
Kingsview Wealth Management, LLC 720.06%0.12%0.23%Q2 2019Q4 20219
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 990.03%0.78%2.38%Q4 2019Q4 20219
NEXT Financial Group, Inc 810.00%0.04%0.09%Q2 2019Q4 20219
Belpointe Asset Management LLC 810.13%0.19%0.41%Q3 2019Q2 20229
Carmichael Hill & Associates, Inc. 990.00%0.03%0.04%Q4 2019Q4 20219
TPG Financial Advisors, LLC 995.56%6.02%7.02%Q3 2019Q3 20219
Adero Partners, LLC 990.07%0.29%0.62%Q4 2019Q4 20219
Larson Financial Group LLC 410.01%0.02%0.04%Q4 2018Q4 20219
New England Private Wealth Advisors LLC 990.04%0.07%0.08%Q4 2019Q4 20219
Requisite Capital Management, LLC 610.22%2.17%8.86%Q2 2020Q1 20239
Burt Wealth Advisors 995.87%7.05%8.05%Q3 2019Q3 20219
Money Design Co.,Ltd. 990.00%0.77%2.68%Q4 2019Q4 20219
Stonebridge Capital Advisors LLC 540.00%0.01%0.01%Q2 2019Q4 20219
AE Wealth Management LLC 990.00%0.02%0.08%Q1 2020Q1 20229
EisnerAmper Wealth Management Corporate Benefits, LLC 720.21%1.26%1.71%Q4 2018Q4 20219
Professional Financial Advisors, LLC 810.04%0.18%0.39%Q4 2019Q1 20229
Gradient Capital Advisors, LLC 990.14%0.32%0.40%Q4 2019Q4 20219
Global Wealth Management Investment Advisory, Inc. 990.03%0.11%0.16%Q4 2019Q4 20219
Mutual Advisors, LLC 810.01%0.02%0.04%Q4 2018Q4 20219
HARBOR INVESTMENT ADVISORY, LLC 990.28%0.43%0.50%Q4 2019Q4 20219
ROWLAND CARMICHAEL ADVISORS INC /ADV 990.09%0.41%1.89%Q4 2018Q4 20209
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 530.14%0.15%0.16%Q4 2020Q1 20238
Petix & Botte Co 710.27%0.36%0.43%Q4 2019Q4 20218
CABOT WEALTH MANAGEMENT INC 880.12%0.22%0.34%Q2 2020Q1 20228
Atria Investments, Inc 620.02%0.08%0.28%Q4 2018Q4 20218
Tower Research Capital LLC (TRC) 710.00%0.01%0.05%Q4 2019Q4 20218
Mariner, LLC 880.01%0.05%0.08%Q1 2020Q4 20218
Sargent Investment Group, LLC 880.12%0.35%0.54%Q4 2019Q3 20218
Evanson Asset Management, LLC 880.08%0.20%0.36%Q2 2020Q1 20228
Jacobi Capital Management LLC 880.10%0.21%0.27%Q1 2020Q4 20218
CIBC Private Wealth Group, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
Cerity Partners LLC 880.01%0.02%0.04%Q4 2019Q3 20218
Virtu Financial LLC 310.04%0.20%0.48%Q2 2018Q4 20218
OSAIC HOLDINGS, INC. 880.01%0.02%0.02%Q1 2020Q4 20218
JPMORGAN CHASE & CO 530.00%0.00%0.00%Q1 2019Q4 20218
Choate Investment Advisors 880.04%0.11%0.22%Q1 2020Q4 20218
FLAGSHIP HARBOR ADVISORS, LLC 880.01%0.06%0.08%Q1 2020Q4 20218
SVB WEALTH LLC 880.00%0.00%0.00%Q1 2020Q4 20218
Acorn Wealth Advisors, LLC 880.46%0.66%0.79%Q1 2020Q4 20218
FirstPurpose Wealth LLC 880.16%0.26%0.40%Q4 2021Q3 20238
Carroll Financial Associates, Inc. 880.00%0.00%0.00%Q1 2020Q4 20218
BEAM WEALTH ADVISORS, INC. 880.51%0.69%0.85%Q1 2020Q4 20218
Wealth Advisory Solutions, LLC 880.00%0.43%0.55%Q4 2019Q3 20218
Hudson Capital Management LLC 881.46%1.56%1.81%Q1 2020Q4 20218
Financial Enhancement Group LLC 710.00%1.90%3.59%Q4 2019Q4 20218
WFA of San Diego, LLC 770.01%1.21%1.93%Q2 2020Q4 20217
Richard Bernstein Advisors LLC 770.02%0.03%0.05%Q2 2020Q4 20217
Merriman Wealth Management, LLC 430.08%0.15%0.31%Q1 2020Q4 20217
Financial Management Professionals, Inc. 771.09%2.30%2.94%Q2 2020Q4 20217
RGT Wealth Advisors, LLC 7722.10%24.67%28.68%Q2 2020Q4 20217
Squar Milner Financial Services LLC 770.04%0.49%1.21%Q4 2018Q2 20207
Riggs Asset Managment Co. Inc. 770.01%0.02%0.02%Q1 2019Q3 20207
20/20 Capital Management, Inc. 771.61%1.99%2.46%Q4 2019Q2 20217
DEUTSCHE BANK AG\ 770.00%0.00%0.01%Q2 2020Q4 20217
HBC Financial Services, PLLC 770.01%0.01%0.01%Q2 2021Q4 20227
MARKSTON INTERNATIONAL LLC 770.00%0.01%0.01%Q2 2020Q4 20217
Altavista Wealth Management, Inc. 770.07%0.38%0.52%Q2 2020Q4 20217
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q1 2020Q4 20217
Tidal Investments LLC 610.01%4.39%7.25%Q2 2020Q1 20227
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 770.00%0.00%0.00%Q2 2020Q4 20217
AdvisorNet Financial, Inc 770.00%0.03%0.07%Q2 2020Q4 20217
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 430.02%0.02%0.03%Q1 2020Q4 20217
Private Advisor Group, LLC 770.01%0.04%0.08%Q2 2020Q4 20217
American Portfolios Advisors 770.00%0.00%0.00%Q2 2020Q4 20217
Legacy Wealth Partners, Inc. 770.20%2.63%4.80%Q4 2019Q2 20217
Capital Analysts, LLC 770.02%1.74%4.20%Q2 2020Q4 20217
Abbrea Capital, LLC 770.09%0.52%0.69%Q2 2020Q4 20217
INSPIRION WEALTH ADVISORS, LLC 770.18%0.54%0.76%Q2 2020Q4 20217
CITIGROUP INC 610.00%0.00%0.00%Q4 2019Q4 20217
Patriot Financial Group Insurance Agency, LLC 770.01%0.06%0.13%Q2 2020Q4 20217
Baird Financial Group, Inc. 770.00%0.01%0.02%Q2 2020Q4 20217
Cardan Capital Partners, LLC 772.07%2.53%2.93%Q1 2020Q3 20217
Wealthcare Advisory Partners LLC 660.03%0.42%1.02%Q3 2020Q4 20216
WASHINGTON TRUST Co 660.01%0.01%0.01%Q3 2020Q4 20216
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Rockefeller Capital Management L.P. 660.01%0.01%0.02%Q3 2020Q4 20216
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
Global Retirement Partners, LLC 660.01%0.03%0.07%Q2 2020Q3 20216
Retirement Group, LLC 510.00%0.00%0.01%Q2 2021Q3 20236
Brookstone Capital Management 510.03%0.08%0.23%Q4 2019Q1 20226
Bedel Financial Consulting, Inc. 660.01%0.01%0.02%Q3 2020Q4 20216
Prestige Wealth Management Group LLC 660.01%0.01%0.01%Q3 2020Q4 20216
Walkner Condon Financial Advisors LLC 510.19%0.33%0.78%Q2 2020Q4 20216
AMERIPRISE FINANCIAL INC 410.00%0.00%0.01%Q3 2019Q4 20216
TWO SIGMA SECURITIES, LLC 310.00%0.02%0.04%Q4 2019Q3 20216
Dynamic Advisor Solutions LLC 660.02%0.02%0.02%Q4 2020Q1 20226
PRUDENTIAL FINANCIAL INC 660.00%0.00%0.00%Q2 2020Q3 20216
Donoghue Forlines LLC 661.56%2.16%3.17%Q2 2020Q3 20216
PNC FINANCIAL SERVICES GROUP, INC. 510.00%0.00%0.00%Q4 2019Q4 20216
ROTHSCHILD INVESTMENT LLC /IL 510.02%0.02%0.03%Q3 2019Q4 20216
McAdam, LLC 510.02%0.02%0.03%Q4 2020Q3 20226
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q3 2020Q4 20216
PDS Planning, Inc 660.03%0.03%0.04%Q3 2020Q4 20216
Geneos Wealth Management Inc. 660.00%0.14%0.34%Q3 2020Q4 20216
BAKER TILLY WEALTH MANAGEMENT, LLC 660.28%0.43%0.72%Q4 2020Q1 20226
BANK OF MONTREAL /CAN/ 660.00%0.00%0.00%Q1 2020Q2 20216
TOWNSQUARE CAPITAL LLC 330.29%0.41%0.53%Q2 2020Q4 20216
Leelyn Smith, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Copperwynd Financial, LLC 310.61%1.93%5.43%Q2 2019Q2 20216
Mission Creek Capital Partners, Inc. 660.21%0.36%0.51%Q3 2020Q4 20216
TRUIST FINANCIAL CORP 420.00%0.00%0.00%Q2 2020Q4 20216
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.18%0.25%0.48%Q2 2020Q3 20216
LEVEL FOUR ADVISORY SERVICES, LLC 660.02%0.02%0.03%Q2 2020Q3 20216
Stratos Wealth Partners, LTD. 510.14%0.20%0.25%Q2 2020Q4 20216
Savant Capital, LLC 660.03%0.06%0.09%Q2 2019Q3 20206
GUARDIAN LIFE INSURANCE CO OF AMERICA 660.16%0.20%0.24%Q2 2018Q3 20196
FIDUCIARY TRUST INTERNATIONAL LLC 550.11%0.16%0.27%Q2 2019Q2 20205
PARK AVENUE SECURITIES LLC 550.01%0.01%0.01%Q4 2020Q4 20215
SCOTIA CAPITAL INC. 550.02%0.02%0.02%Q4 2020Q4 20215
Verde Capital Management 550.16%0.23%0.30%Q4 2019Q4 20205
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q2 20215
LAKE STREET ADVISORS GROUP, LLC 410.01%0.02%0.02%Q3 2020Q4 20215
Vigilant Capital Management, LLC 550.02%0.02%0.03%Q4 2020Q4 20215
Integrated Advisors Network LLC 550.04%0.06%0.08%Q4 2020Q4 20215
Pacifica Partners Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Cetera Investment Advisers 550.01%0.01%0.01%Q4 2020Q4 20215
Accretive Wealth Partners, LLC 551.70%2.02%2.19%Q4 2020Q4 20215
STIFEL FINANCIAL CORP 550.02%0.02%0.02%Q4 2020Q4 20215
HRT FINANCIAL LP 310.00%0.02%0.05%Q3 2019Q3 20215
TOKIO MARINE ASSET MANAGEMENT CO LTD 550.21%0.30%0.38%Q4 2020Q4 20215
Accel Wealth Management 550.00%0.01%0.01%Q4 2020Q4 20215
FLOW TRADERS U.S. LLC 320.02%0.07%0.18%Q1 2019Q2 20205
BESSEMER GROUP INC 550.00%0.00%0.00%Q4 2020Q4 20215
BRANDYWINE OAK PRIVATE WEALTH LLC 552.46%3.13%3.69%Q4 2020Q4 20215
Diligent Investors, LLC 550.23%0.33%0.47%Q4 2020Q4 20215
Parallel Advisors, LLC 550.00%0.01%0.01%Q3 2019Q3 20205
Sumitomo Mitsui Trust Holdings, Inc. 550.11%0.17%0.20%Q4 2020Q4 20215
QUEST CAPITAL MANAGEMENT INC /ADV 551.72%2.20%2.62%Q4 2020Q4 20215
Birch Capital Management, LLC 550.01%0.01%0.04%Q4 2020Q4 20215
Advisor Group, Inc. 550.00%0.00%0.00%Q4 2018Q4 20195
CAROLINAS WEALTH CONSULTING LLC 550.00%0.01%0.03%Q4 2020Q4 20215
Purus Wealth Management, LLC 551.80%1.92%2.15%Q4 2020Q4 20215
SIGNATUREFD, LLC 410.00%0.00%0.00%Q4 2018Q4 20215
Baystate Wealth Management LLC 410.00%0.00%0.00%Q3 2020Q4 20215
Timber Creek Capital Management LLC 551.38%3.20%4.44%Q4 2020Q4 20215
Legal Advantage Investments, Inc. 440.12%0.13%0.15%Q4 2020Q3 20214
Steward Partners Investment Advisory, LLC 440.02%0.02%0.03%Q3 2020Q2 20214
Financial Strategies Group, Inc. 443.90%3.95%3.99%Q1 2021Q4 20214
MERCER GLOBAL ADVISORS INC /ADV 440.05%0.06%0.07%Q1 2021Q4 20214
Sigma Planning Corp 440.02%0.02%0.02%Q1 2021Q4 20214
Citadel Advisors 220.00%0.00%0.00%Q1 2020Q4 20214
Creative Planning 310.00%0.01%0.01%Q4 2020Q1 20224
SUSQUEHANNA INTERNATIONAL GROUP, LLP 220.00%0.00%0.00%Q4 2018Q4 20204
KESTRA PRIVATE WEALTH SERVICES, LLC 310.02%0.05%0.09%Q3 2020Q4 20214
Private Ocean, LLC 440.01%0.01%0.02%Q1 2021Q4 20214
SYNOVUS FINANCIAL CORP 310.00%0.02%0.06%Q2 2020Q4 20214
Greenline Partners, LLC 440.08%0.94%1.74%Q1 2021Q4 20214
Pinnacle Bancorp, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
TSFG, LLC 440.00%0.01%0.02%Q2 2020Q1 20214
Zhang Financial LLC 440.82%0.91%1.02%Q1 2021Q4 20214
STATE STREET CORP 440.00%0.00%0.00%Q1 2021Q4 20214
GPS Wealth Strategies Group, LLC 440.00%0.03%0.09%Q1 2021Q4 20214
TD Capital Management LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q3 20214
PRELUDE CAPITAL MANAGEMENT, LLC 440.01%0.01%0.01%Q2 2019Q1 20204
Integrated Wealth Concepts LLC 440.01%0.03%0.07%Q1 2021Q4 20214
REGENTATLANTIC CAPITAL LLC 440.01%0.01%0.01%Q1 2021Q4 20214
DAVIDSON INVESTMENT ADVISORS 440.02%0.03%0.04%Q2 2021Q1 20224
HARBOUR INVESTMENTS, INC. 440.01%0.01%0.01%Q1 2021Q4 20214
Advisory Alpha, LLC 442.54%2.65%2.74%Q1 2021Q4 20214
COLONY GROUP LLC 440.00%0.01%0.01%Q3 2021Q2 20224
Evercore Wealth Management, LLC 440.01%0.02%0.02%Q1 2021Q4 20214
Essex Financial Services, Inc. 440.01%0.03%0.05%Q2 2021Q1 20224
CNB Bank 440.02%0.03%0.03%Q3 2020Q2 20214
Simplicity Solutions, LLC 440.01%0.02%0.05%Q1 2020Q4 20204
New England Investment & Retirement Group, Inc. 310.05%0.92%2.29%Q4 2018Q1 20204
Barnett & Company, Inc. 440.30%0.31%0.35%Q2 2021Q1 20224
Sowell Financial Services LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Compass Ion Advisors, LLC 331.96%2.35%2.64%Q2 2021Q4 20213
TIEDEMANN ADVISORS, LLC 330.01%0.01%0.02%Q3 2020Q1 20213
HighTower Advisors, LLC 110.00%0.03%0.07%Q4 2018Q1 20213
NORTHERN TRUST CORP 330.00%0.00%0.00%Q2 2021Q4 20213
MBL Wealth, LLC 212.55%3.03%3.67%Q4 2020Q3 20213
ARGI Investment Services, LLC 330.01%0.01%0.02%Q2 2021Q4 20213
Independent Advisor Alliance 210.01%0.01%0.02%Q1 2021Q4 20213
Latitude Advisors, LLC 210.22%0.30%0.37%Q4 2020Q4 20213
Cornerstone Wealth Management, LLC 330.16%0.19%0.20%Q2 2020Q4 20203
M&T BANK CORP 330.00%0.00%0.00%Q2 2020Q4 20203
Savior LLC 330.00%0.00%0.00%Q4 2020Q2 20213
E Fund Management Co., Ltd. 210.18%0.28%0.44%Q1 2021Q4 20213
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
HORIZON FINANCIAL SERVICES, LLC 331.56%2.30%2.86%Q2 2021Q4 20213
First Allied Advisory Services, Inc. 210.01%0.02%0.02%Q4 2019Q3 20203
IRON Financial LLC 330.11%0.12%0.13%Q2 2021Q4 20213
Sowa Financial Group, Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
US BANCORP \DE\ 330.00%0.00%0.00%Q2 2020Q4 20203
Colonial River Wealth Management, LLC 210.56%0.79%1.17%Q4 2020Q4 20213
RWA WEALTH PARTNERS, LLC 330.08%0.09%0.11%Q2 2020Q4 20203
Secure Asset Management, LLC 210.09%0.10%0.14%Q4 2020Q4 20213
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q2 2019Q4 20193
Edge Capital Group, LLC 330.08%0.14%0.18%Q3 2020Q1 20213
CARRET ASSET MANAGEMENT, LLC 330.10%0.11%0.11%Q2 2021Q4 20213
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Betterment LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Merit Financial Group, LLC 330.02%0.02%0.03%Q2 2021Q4 20213
Moors & Cabot, Inc. 330.02%0.02%0.02%Q3 2018Q1 20193
Lido Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
55I, LLC 330.01%0.03%0.07%Q2 2021Q4 20213
PECAUT & CO. 330.42%0.94%1.57%Q2 2021Q4 20213
Providence Capital Advisors, LLC 210.00%0.01%0.01%Q4 2020Q1 20233
Newbridge Financial Services Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Centerpoint Advisors, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
Glassman Wealth Services 330.00%0.00%0.01%Q1 2021Q3 20213
IMC-Chicago, LLC 210.00%0.00%0.00%Q2 2020Q3 20213
CATALYST PRIVATE WEALTH, LLC 330.18%0.26%0.34%Q4 2021Q2 20223
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.21%0.22%0.22%Q2 2020Q3 20202
FIRST NATIONAL CORP /MA/ /ADV 220.09%0.11%0.13%Q3 2020Q4 20202
Valeo Financial Advisors, LLC 220.00%0.00%0.01%Q2 2020Q3 20202
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.01%0.01%0.01%Q3 2021Q4 20212
Spire Wealth Management 220.00%0.00%0.00%Q3 2021Q4 20212
Beacon Pointe Advisors, LLC 220.02%0.03%0.03%Q3 2021Q4 20212
Texas Yale Capital Corp. 220.03%0.03%0.03%Q2 2020Q3 20202
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2021Q3 20212
Kelman-Lazarov, Inc. 222.70%2.87%3.05%Q4 2020Q1 20212
Derbend Asset Management 112.03%2.13%2.22%Q2 2021Q1 20222
Western Wealth Management, LLC 220.04%0.04%0.05%Q3 2020Q4 20202
Strategic Asset Management, LLC 220.05%0.07%0.09%Q3 2021Q4 20212
WBH ADVISORY INC 220.07%0.15%0.23%Q3 2021Q4 20212
CSat Investment Advisory, L.P. 221.72%3.26%4.80%Q2 2020Q3 20202
Strategic Wealth Partners, Ltd. 110.00%0.00%0.01%Q1 2019Q3 20192
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
CALTON & ASSOCIATES, INC. 220.17%0.18%0.20%Q3 2020Q4 20202
HERITAGE WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Parsec Financial Management, Inc. 220.01%0.01%0.01%Q2 2021Q3 20212
Cascadia Advisory Services, LLC 110.35%0.75%1.15%Q3 2020Q1 20212
Allworth Financial LP 220.00%0.00%0.00%Q3 2021Q4 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
STANSBERRY ASSET MANAGEMENT, LLC 221.59%1.65%1.72%Q3 2021Q4 20212
E Fund Management (Hong Kong) Co., Ltd. 220.15%0.19%0.23%Q3 2020Q4 20202
Good Life Advisors, LLC 220.08%0.09%0.10%Q3 2020Q4 20202
Ellevest, Inc. 110.00%0.00%0.00%Q1 2021Q1 20232
Avestar Capital, LLC 220.10%0.10%0.11%Q3 2020Q4 20202
Rehmann Capital Advisory Group 220.00%0.00%0.00%Q2 2019Q3 20192
WHITTIER TRUST CO OF NEVADA INC 220.03%0.04%0.04%Q3 2021Q4 20212
Upper Left Wealth Management, LLC 223.06%3.19%3.32%Q4 2021Q1 20222
Wealth Management Solutions, LLC 220.25%0.26%0.27%Q4 2021Q1 20222
Pathway Financial Advisors LLC 110.18%0.20%0.21%Q1 2021Q4 20212
JANE STREET GROUP, LLC 110.00%0.01%0.02%Q3 2018Q4 20212
WEALTHCARE CAPITAL MANAGEMENT LLC 220.09%0.10%0.11%Q3 2021Q4 20212
Live Your Vision, LLC 220.02%0.02%0.03%Q4 2018Q1 20192
BOOTHBAY FUND MANAGEMENT, LLC 220.01%0.02%0.04%Q3 2020Q4 20202
VERUS CAPITAL PARTNERS, LLC 220.05%0.09%0.12%Q4 2019Q1 20202
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q3 2021Q4 20212
Private Capital Group, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Pinnacle Advisory Group, Inc. 111.74%1.89%2.05%Q1 2020Q1 20212
IHT Wealth Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2019Q3 20191
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2021Q4 20211
Truadvice, LLC 110.49%0.49%0.49%Q3 2020Q3 20201
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
January Capital Advisors LLC 116.89%6.89%6.89%Q4 2021Q4 20211
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CoreCap Advisors, LLC 110.33%0.33%0.33%Q4 2021Q4 20211
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Glenview Trust Co 110.17%0.17%0.17%Q4 2021Q4 20211
FMR LLC 110.00%0.00%0.00%Q2 2021Q2 20211
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Cetera Advisors LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Coco Enterprises, LLC 110.55%0.55%0.55%Q4 2020Q4 20201
BLUE SQUARE ASSET MANAGEMENT, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
PEAK FINANCIAL ADVISORS LLC 112.56%2.56%2.56%Q2 2021Q2 20211
KRAEMATON INVESTMENT ADVISORS, INC 111.75%1.75%1.75%Q4 2021Q4 20211
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Equitable Holdings, Inc. 110.03%0.03%0.03%Q2 2020Q2 20201
Transamerica Financial Advisors, Inc. 110.13%0.13%0.13%Q2 2020Q2 20201
Cooper Financial Group 110.25%0.25%0.25%Q4 2020Q4 20201
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Cassaday & Co Wealth Management LLC 118.70%8.70%8.70%Q4 2022Q4 20221
Covestor Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
FLYNN ZITO CAPITAL MANAGEMENT, LLC 114.24%4.24%4.24%Q4 2021Q4 20211
Congress Wealth Management LLC / DE / 111.03%1.03%1.03%Q4 2021Q4 20211
Arete Wealth Advisors, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
AlphaStar Capital Management, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
PALLADIEM, LLC 116.35%6.35%6.35%Q4 2020Q4 20201
Stone House Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Wealthsimple US, Ltd. 112.24%2.24%2.24%Q4 2020Q4 20201
New England Capital Financial Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Sense Advisors, Inc. 110.21%0.21%0.21%Q3 2019Q3 20191
Valtinson Bruner Financial Planning LLC 110.26%0.26%0.26%Q3 2019Q3 20191
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Forbes Financial Planning, Inc. 112.06%2.06%2.06%Q4 2021Q4 20211
Personal Wealth Partners 110.41%0.41%0.41%Q4 2021Q4 20211
RDA Financial Network 110.09%0.09%0.09%Q3 2019Q3 20191
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
High Net Worth Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Regal Wealth Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Ciovacco Capital Management LLC 110.54%0.54%0.54%Q4 2020Q4 20201
SFG Wealth Management, LLC. 111.74%1.74%1.74%Q4 2021Q4 20211
Valmark Advisers, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
MOTCO 110.00%0.00%0.00%Q2 2021Q2 20211
SG Americas Securities, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Simplicity Wealth,LLC 112.17%2.17%2.17%Q4 2021Q4 20211
SHEETS SMITH WEALTH MANAGEMENT 110.14%0.14%0.14%Q4 2021Q4 20211
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
DUNCKER STREETT & CO INC 110.01%0.01%0.01%Q2 2020Q2 20201
1 NORTH WEALTH SERVICES LLC 110.95%0.95%0.95%Q4 2019Q4 20191
Warren Street Wealth Advisors, LLC 116.69%6.69%6.69%Q4 2021Q4 20211
M Holdings Securities, Inc. 110.52%0.52%0.52%Q1 2020Q1 20201
Laurel Wealth Advisors, Inc. 110.51%0.51%0.51%Q4 2021Q4 20211
Washington Trust Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Claraphi Advisory Network, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Beaumont Financial Partners, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Brinker Capital Investments, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Tillar-Wenstrup Advisors, LLC 111.25%1.25%1.25%Q3 2020Q3 20201
Joseph Group Capital Management 110.00%0.00%0.00%Q4 2021Q4 20211
Sandy Spring Bank 110.00%0.00%0.00%Q4 2021Q4 20211
Fortis Advisors, LLC 110.13%0.13%0.13%Q2 2020Q2 20201
F3Logic, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
RFP Financial Group LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sumitomo Mitsui DS Asset Management Company, Ltd 110.23%0.23%0.23%Q4 2021Q4 20211
B&D White Capital Company, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
REGIONS FINANCIAL CORP 110.01%0.01%0.01%Q2 2021Q2 20211
Astoria Portfolio Advisors LLC. 110.35%0.35%0.35%Q4 2021Q4 20211
PNC Managed Account Solutions, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
Trek Financial, LLC 111.03%1.03%1.03%Q1 2019Q1 20191
RIVERSEDGE ADVISORS, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Csenge Advisory Group 110.04%0.04%0.04%Q1 2020Q1 20201
Fore Capital, LLC 110.72%0.72%0.72%Q1 2019Q1 20191
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
MACQUARIE GROUP LTD 110.01%0.01%0.01%Q4 2019Q4 20191
Keebeck Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2021Q2 20211
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
External links

This page lists all the filers that currently own WORLD GOLD TR or have owned WORLD GOLD TR in the past.