Number of Shares
147,976.00
Current Holdings Value*
$9.16 Mil
% of Portfolio
4.7%
Total Estimate Gain
$3.19 Mil
% of Total Estimate Gain
21.21%

CONTINUUM WEALTH ADVISORS, LLC's SPDR Gold MiniShares Trust Holding Summary

As of 2025-03-31, CONTINUUM WEALTH ADVISORS, LLC held 147,976.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $9.16 Mil. This investment constitutes 4.7% of their stock portfolio, and CONTINUUM WEALTH ADVISORS, LLC now holds 0.07% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2023Q1. And since then CONTINUUM WEALTH ADVISORS, LLC has made 4 purchases of GLDM, at an average price of $42.36, for a total of 355,104.00 shares. In addition, there have been 2 sales at an average price of $40.53 for 207,128.00 shares. Based on historical transaction data and GLDM's current price of $66.48, CONTINUUM WEALTH ADVISORS, LLC's estimated gain on his GLDM holdings is $3.19 Mil, reflecting a 21.21% gain to date.

CONTINUUM WEALTH ADVISORS, LLC GLDM ($66.48) Holding Chart

CONTINUUM WEALTH ADVISORS, LLC GLDM ($66.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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