Continuum Wealth Advisors, LLC World Gold Trust Transaction History
Continuum Wealth Advisors, LLC
- $155 Million
- Q1 2025
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 147,976 shares of GLDM stock, worth $9.73 Million. This represents 5.89% of its overall portfolio holdings.
Number of Shares
147,976
Previous 136,234
8.62%
Holding current value
$9.73 Million
Previous $7.08 Million
29.33%
% of portfolio
5.89%
Previous 4.5%
Shares
5 transactions
Others Institutions Holding GLDM
# of Institutions
608Shares Held
132MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$960 Million0.66% of portfolio
-
Morgan Stanley New York, NY7.01MShares$461 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$434 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$385 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$378 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $9.66B