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World Gold TR

Q4 2020 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2020Q1 2019
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cassaday & Co Wealth Management LLC
NEW
Shares5,428,242
Change+5,428,242
Value$239.1M
Filed 2024-05-08
Wilbanks Smith & Thomas Asset Management LLC
CLOSED
Shares0 from 25,580
Change-25,580 (-100%)
Value$0 (-$484)
Filed 2024-05-07
Dividend Assets Capital, LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$3)
Filed 2024-05-15
Status
Cassaday & Co Wealth Management LLC
NEW5,428,242—+5,428,242——$239.1M—2024-05-08
Wilbanks Smith & Thomas Asset Management LLC
CLOSED025,580-25,580-100%$484$0-$4842024-05-07
Dividend Assets Capital, LLC
CLOSED0160-160-100%$3$0-$32024-05-15
Showing 3 of 3 institutions