Number of Shares
59,304.00
Current Holdings Value*
$3.89 Mil
% of Portfolio
0.61%
Total Estimate Gain
$997,360.60
% of Total Estimate Gain
21.87%

Physician Wealth Advisors, Inc.'s SPDR Gold MiniShares Trust Holding Summary

As of 2025-06-30, Physician Wealth Advisors, Inc. held 59,304.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $3.89 Mil. This investment constitutes 0.61% of their stock portfolio, and Physician Wealth Advisors, Inc. now holds 0.02% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2024Q4. And since then Physician Wealth Advisors, Inc. has made 2 purchases of GLDM, at an average price of $54.84, for a total of 83,168.00 shares. In addition, there have been 1 sales at an average price of $65.03 for 23,864.00 shares. Based on historical transaction data and GLDM's current price of $67.56, Physician Wealth Advisors, Inc.'s estimated gain on his GLDM holdings is $997,360.60, reflecting a 21.87% gain to date.

Physician Wealth Advisors, Inc. GLDM ($67.56) Holding Chart

Physician Wealth Advisors, Inc. GLDM ($67.56) 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 %

Top Ranked Articles

  • 1