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Physician Wealth Advisors, Inc.: GLDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Physician Wealth Advisors, Inc. on GLDM, newest first. How the timeline and the estimate are built.

Physician Wealth Advisors, Inc. held 40,244 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,244 shares
    Change vs previous 13F +8,686 shares

    0.38% of the 13F portfolio, value $3,196,179.

    13F-HR 0001795173-26-000004 filed by Physician Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,558 shares
    Change vs previous 13F -59,918 shares

    0.41% of the 13F portfolio, value $2,925,154.

    13F-HR 0001795173-26-000003 filed by Physician Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 91,476 shares
    Change vs previous 13F -4,931 shares

    1.09% of the 13F portfolio, value $7,809,346.

    13F-HR 0001795173-26-000001 filed by Physician Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 96,407 shares
    Change vs previous 13F +37,103 shares

    1.05% of the 13F portfolio, value $7,370,316.

    13F-HR 0001795173-25-000005 filed by Physician Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 59,304 shares
    Change vs previous 13F -23,864 shares

    0.61% of the 13F portfolio, value $3,885,599.

    13F-HR 0001795173-25-000003 filed by Physician Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 83,168 shares
    Change vs previous 13F +43,156 shares

    0.89% of the 13F portfolio, value $5,147,268.

    13F-HR 0001795173-25-000002 filed by Physician Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,012 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,080,224.

    13F-HR 0001795173-25-000001 filed by Physician Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).