SEC 13F Intelligence

Fortis Advisors, LLC / GLDM

Fortis Advisors, LLC’s World Gold Tr Position

Does Fortis Advisors, LLC own World Gold Tr (GLDM)? Yes46.8K shares worth $4M (+2.17% of its 13F portfolio) as of Q1 2026, down from 65.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
46.8K
% of Portfolio
+2.17%
Quarters Held
16
currently held

Position History GLDM

Reported value by quarter
Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.8K$4M+2.17%
Q4 202565.6K$6M+3.04%
Q3 202567.6K$5M+2.91%
Q2 202580.9K$5M+3.39%
Q1 202581.4K$5M+3.28%
Q4 202481.9K$4M+2.79%
Q3 202482.5K$4M+2.79%
Q2 202484.6K$4M+2.59%
Q1 202485.7K$4M+2.39%
Q4 202386.0K$4M+2.39%
Q3 202386.5K$3M+2.24%
Q2 2023131.0K$5M+3.35%
Q1 2023131.1K$5M+3.35%
Q4 202268.7K$2M+1.89%
Q3 202268.6K$2M+1.62%
Q2 202267.2K$2M+1.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fortis Advisors, LLC’s full portfolio or all institutional holders of GLDM.