World Gold TR - 98149E204
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard C. Young & CO., LTD. | History | Reduced | 610,234 | 50,149 | 3.76% | 3.66% | 1 | -14,842 | -2.37% | Q3 2026 | Nov 04, 2026 |
| LAM GROUP, INC. | History | Reduced | 134,515 | 11,054 | 5.57% | 5.54% | 2 | -6,075 | -4.32% | Q3 2026 | Oct 26, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 37,108 | 3,049 | 1.15% | 1.09% | 3 | +1,300 | 3.63% | Q3 2026 | Nov 04, 2026 |