Continuum Wealth Advisors, LLC World Gold Trust Transaction History
Continuum Wealth Advisors, LLC
- $167 Million
- Q2 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 227,575 shares of GLDM stock, worth $18.1 Million. This represents 8.91% of its overall portfolio holdings.
Number of Shares
227,575
Previous 147,976
53.79%
Holding current value
$18.1 Million
Previous $9.16 Million
62.81%
% of portfolio
8.91%
Previous 5.89%
Shares
6 transactions
Others Institutions Holding GLDM
# of Institutions
742Shares Held
152MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.14.6MShares$1.16 Billion0.61% of portfolio
-
Morgan Stanley New York, NY7.93MShares$630 Million0.03% of portfolio
-
Evoke Wealth, LLC7.03MShares$558 Million10.54% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$465 Million7.19% of portfolio
-
Bank Of America Corp Charlotte, NC5.73MShares$455 Million0.03% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.7B