Number of Shares
46,286.00
Current Holdings Value*
$13.34 Mil
% of Portfolio
2.59%
Total Estimate Gain
$8.91 Mil
% of Total Estimate Gain
26.51%

Fortis Group Advisors, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, Fortis Group Advisors, LLC held 46,286.00 shares of SPDR Gold Shares ETF(GLD), totaling $13.34 Mil. This investment constitutes 2.59% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 2 purchases of GLD, at an average price of $179.68, for a total of 187,019.00 shares. In addition, there have been 7 sales at an average price of $200.04 for 140,733.00 shares. Based on historical transaction data and GLD's current price of $310.27, Fortis Group Advisors, LLC's estimated gain on his GLD holdings is $8.91 Mil, reflecting a 26.51% gain to date.

Fortis Group Advisors, LLC GLD ($310.27) Holding Chart

Fortis Group Advisors, LLC GLD ($310.27) 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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