Continuum Wealth Advisors, LLC World Gold Trust Transaction History
Continuum Wealth Advisors, LLC
- $158 Million
- Q3 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in World Gold Trust stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 128,993 shares of GLDM stock, worth $7.16 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
128,993
Previous 155,900
17.26%
Holding current value
$7.16 Million
Previous $7.19 Million
6.42%
% of portfolio
4.26%
Previous 3.81%
Shares
3 transactions
Others Institutions Holding GLDM
# of Institutions
516Shares Held
121MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$721 Million0.47% of portfolio
-
Morgan Stanley New York, NY6.63MShares$368 Million0.03% of portfolio
-
Evoke Wealth, LLC6.56MShares$364 Million9.28% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$325 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.64MShares$313 Million8.32% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.15B