AAF Wealth Management, LLC GLD Holdings History
Number of Shares
26,268.00
Current Holdings Value*
$7.57 Mil
% of Portfolio
4.09%
Total Estimate Gain
$1.62 Mil
% of Total Estimate Gain
24.89%
AAF Wealth Management, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, AAF Wealth Management, LLC held 26,268.00 shares of SPDR Gold Shares ETF(GLD), totaling $7.57 Mil. This investment constitutes 4.09% of their stock portfolio, and AAF Wealth Management, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2024Q4. And since then AAF Wealth Management, LLC has made 2 purchases of GLD, at an average price of $247.52, for a total of 26,268.00 shares. Based on historical transaction data and GLD's current price of $309.14, AAF Wealth Management, LLC's estimated gain on his GLD holdings is $1.62 Mil, reflecting a 24.89% gain to date.
AAF Wealth Management, LLC GLD ($309.14) Holding Chart
AAF Wealth Management, LLC GLD ($309.14) 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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