GLDM — WORLD GOLD TR

Ownership history in CONTINUUM WEALTH ADVISORS, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CONTINUUM WEALTH ADVISORS, LLC reported a position in WORLD GOLD TR (GLDM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.14% (2025 Q4)
Avg. % of fund
5.71%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 277,224 +32,009 +13.1% 9.14% $23.7M $85.37
2025 Q3 ADDED 245,215 +17,640 +7.8% 7.99% $18.7M $76.45
2025 Q2 ADDED 227,575 +79,599 +53.8% 7.16% $14.9M $65.52
2025 Q1 ADDED 147,976 +11,742 +8.6% 4.70% $9.2M $61.89
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GLDM price (monthly, adj. close)

Other funds also holding GLDM

As of 2025 Q4 — sorted by position size

Hollow Brook Wealth Management LLC 3Y 7Y 26.91% AIFG Consultants Ltd. 16.02% MEDICI CAPITAL LLC 3Y 13.96% EVOKE WEALTH, LLC 3Y 11.75% American Investment Services, Inc. 3Y 7Y 10.16% Verde Servicos Internacionais S.A. 3Y 7Y 10.03% Piedmont Capital Management, LLC 3Y 9.94% STAPP WEALTH MANAGEMENT, PLLC 3Y 9.51% NavPoint Financial, Inc. 9.31% Tradewinds Capital Management, LLC 3Y 7Y 8.05%
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