Ownership history in CONTINUUM WEALTH ADVISORS, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π CONTINUUM WEALTH ADVISORS, LLC outperformed the S&P 500 by +13.2% annually on this GLDM position. Timing score: 86% (6/7 decisions correct). Average cost basis: $53.12. Maximum drawdown during holding period: β0.3%.
π₯ Exceptional β beat the S&P 500 by 13.2% per year on this position.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct
Best entry: $39.11 (2023 Q1) Β· Worst: $85.37 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π CONTINUUM WEALTH ADVISORS, LLC has been actively increasing its GLDM allocation β a bullish signal from insiders.
Currently 9.14% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size