WORLD GOLD TR - 98149E307
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CERTIOR FINANCIAL GROUP, LLC | History | New | 34,173 | 2,917 | 1.97% | — | 1 | +34,173 | New | Q4 2025 | Feb 04, 2026 |
| Inspire Investing, LLC | History | New | 82 | 7 | 0.0% | — | 2 | +82 | New | Q4 2025 | Feb 17, 2026 |
| Peak Retirement Planning, Inc. | History | Closed out | 0 | 0 | — | 3.58% | — | -166,264 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Oct 29, 2025 |