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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | History | New | 18,924 | 1,555 | 0.07% | — | 1 | +18,924 | New | Q3 2026 | Oct 13, 2026 |
| Transce3nd, LLC | History | New | 1,469 | 120 | 0.12% | — | 2 | +1,469 | New | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | New | 4,632 | 85 | 0.05% | — | 3 | +4,632 | New | Q3 2026 | Oct 30, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2026 | Oct 22, 2026 |