Fortis Advisors, LLC GLDM Holdings History

Number of Shares
81,375.00
Current Holdings Value*
$5.04 Mil
% of Portfolio
3.28%
Total Estimate Gain
$2.47 Mil
% of Total Estimate Gain
49.15%

Fortis Advisors, LLC's SPDR Gold MiniShares Trust Holding Summary

As of 2025-03-31, Fortis Advisors, LLC held 81,375.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $5.04 Mil. This investment constitutes 3.28% of their stock portfolio, and Fortis Advisors, LLC now holds 0.04% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2020Q2. And since then Fortis Advisors, LLC has made 5 purchases of GLDM, at an average price of $37.26, for a total of 134,670.50 shares. In addition, there have been 9 sales at an average price of $39.19 for 53,295.50 shares. Based on historical transaction data and GLDM's current price of $66.31, Fortis Advisors, LLC's estimated gain on his GLDM holdings is $2.47 Mil, reflecting a 49.15% gain to date.

Fortis Advisors, LLC GLDM ($66.31) Holding Chart

Fortis Advisors, LLC GLDM ($66.31) 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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