WORLD GOLD TR - 98149E208
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | History | New | 5,428,242 | 239,114 | 7.77% | — | 1 | +5,428,242 | New | Q1 2024 | May 08, 2024 |