Number of Shares
37,049.00
Current Holdings Value*
$10.68 Mil
% of Portfolio
4.94%
Total Estimate Gain
$7.91 Mil
% of Total Estimate Gain
125.28%

1 NORTH WEALTH SERVICES LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, 1 NORTH WEALTH SERVICES LLC held 37,049.00 shares of SPDR Gold Shares ETF(GLD), totaling $10.68 Mil. This investment constitutes 4.94% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2018Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 3 purchases of GLD, at an average price of $130.76, for a total of 48,312.00 shares. In addition, there have been 2 sales at an average price of $249.10 for 11,263.00 shares. Based on historical transaction data and GLD's current price of $308.39, 1 NORTH WEALTH SERVICES LLC's estimated gain on his GLD holdings is $7.91 Mil, reflecting a 125.28% gain to date.

1 NORTH WEALTH SERVICES LLC GLD ($308.39) Holding Chart

1 NORTH WEALTH SERVICES LLC GLD ($308.39) 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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