Overview Financials News + Filings Key Docs Ownership
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World Gold Trust
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Sumitomo Mitsui Trust Holdings, Inc.
| 13,100,000 | 3,800,000 | 474,089,000,000 | 0.38 | 9.12 |
Hist
| 12/31/2022 |
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MORGAN STANLEY
| 5,459,387 | 1,438,272 | 207,948,076,000 | 0.02 | |
Hist
| 06/30/2023 |
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Cassaday & Co Wealth Management LLC
| 5,250,656 | 5,250,656 | 199,997,488,000 | 7.93 | |
Hist
| 06/30/2023 |
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EVOKE WEALTH, LLC
| 5,250,545 | 204,865 | 199,993,251,000 | 6.95 | |
Hist
| 06/30/2023 |
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ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
| 4,631,526 | 0 | 176,414,825,000 | 9.74 | |
Hist
| 06/30/2023 |
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JANE STREET GROUP, LLC
| 3,465,898 | 3,008,103 | 132,016,055,000 | 0.04 | |
Hist
| 06/30/2023 |
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3EDGE Asset Management, LP
| 3,175,560 | -773,571 | 120,957,061,000 | 9.11 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 3,104,867 | 1,120,601 | 118,264,365,000 | 0.01 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 3,046,302 | 168,441 | 116,033,644,000 | 0.04 | |
Hist
| 06/30/2023 |
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Balentine LLC
| 2,787,780 | 1,210,303 | 106,186,521,000 | 3.52 | |
Hist
| 06/30/2023 |
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STATE STREET CORP
| 2,432,523 | 1,199,986 | 92,654,801,000 | 0.00 | |
Hist
| 06/30/2023 |
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Asset Management One Co., Ltd.
| 2,441,536 | 1,479,929 | 88,359,188,000 | 0.43 | |
Hist
| 12/31/2022 |
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STIFEL FINANCIAL CORP
| 2,031,737 | 88,428 | 77,388,942,000 | 0.11 | |
Hist
| 06/30/2023 |
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Congress Wealth Management LLC / DE /
| 1,813,154 | -37,452 | 69,063,047,000 | 1.60 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 1,668,663 | 539,330 | 63,560,677,000 | 0.02 | 1.03 |
Hist
| 06/30/2023 |
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MEDICI CAPITAL LLC
| 1,421,577 | 42,000 | 54,147,868,000 | 80.29 | |
Hist
| 06/30/2023 |
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Greenline Partners, LLC
| 1,393,619 | 17,876 | 53,082,947,000 | 9.93 | |
Hist
| 06/30/2023 |
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Mirae Asset Global Investments Co., Ltd.
| 1,285,185 | -269,083 | 48,952,697,000 | 0.10 | |
Hist
| 06/30/2023 |
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Miracle Mile Advisors, LLC
| 1,239,225 | 1,239,225 | 47,202,080,000 | 1.43 | |
Hist
| 06/30/2023 |
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Hollow Brook Wealth Management LLC
| 1,145,867 | 116,925 | 43,646,074,000 | 18.87 | |
Hist
| 06/30/2023 |
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Strategic Financial Services, Inc,
| 1,017,835 | -9,925 | 38,682,824,000 | 2.88 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 979,048 | 355,440 | 37,293,000,000 | 0.01 | |
Hist
| 06/30/2023 |
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AE Wealth Management LLC
| 861,228 | 140,684 | 32,804,168,000 | 0.20 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 836,079 | 62,822 | 32,699,050,000 | 0.03 | |
Hist
| 03/31/2023 |
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Bank of New York Mellon Corp
| 844,606 | -81,273 | 32,171,025,000 | 0.01 | |
Hist
| 06/30/2023 |
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American Investment Services, Inc.
| 844,348 | -53,179 | 32,161,221,000 | 6.52 | |
Hist
| 06/30/2023 |
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Sumitomo Mitsui DS Asset Management Company, Ltd
| 825,360 | 221,400 | 31,437,962,000 | 0.48 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 783,232 | 400,761 | 29,832,416,000 | | |
Hist
| 06/30/2023 |
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TOWNSQUARE CAPITAL LLC
| 709,092 | 709,092 | 27,732,565,000 | 0.61 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 651,327 | -15,517 | 24,809,055,000 | 0.01 | |
Hist
| 06/30/2023 |
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CONFLUENCE INVESTMENT MANAGEMENT LLC
| 672,041 | 24,475 | 24,637,023,000 | 0.38 | 0.44 |
Hist
| 09/30/2023 |
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Burt Wealth Advisors
| 570,686 | 570,686 | 20,653,126,000 | | |
Hist
| 12/31/2022 |
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BRANDYWINE OAK PRIVATE WEALTH LLC
| 527,386 | -17,429 | 20,088,120,000 | 2.25 | |
Hist
| 06/30/2023 |
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Gradient Investments LLC
| 526,136 | -1,250,195 | 20,040,524,000 | 0.52 | |
Hist
| 06/30/2023 |
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SNS Financial Group, LLC
| 518,462 | -1,470 | 19,748,218,000 | 2.57 | |
Hist
| 06/30/2023 |
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