Number of Shares
74,258.00
Current Holdings Value*
$22.64 Mil
% of Portfolio
9.56%
Total Estimate Gain
$11.79 Mil
% of Total Estimate Gain
29.64%

ACT WEALTH MANAGEMENT, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-06-30, ACT WEALTH MANAGEMENT, LLC held 74,258.00 shares of SPDR Gold Shares ETF(GLD), totaling $22.64 Mil. This investment constitutes 9.56% of their stock portfolio, and ACT WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2020Q4. And since then ACT WEALTH MANAGEMENT, LLC has made 10 purchases of GLD, at an average price of $178.27, for a total of 223,192.00 shares. In addition, there have been 7 sales at an average price of $192.22 for 148,934.00 shares. Based on historical transaction data and GLD's current price of $309.14, ACT WEALTH MANAGEMENT, LLC's estimated gain on his GLD holdings is $11.79 Mil, reflecting a 29.64% gain to date.

ACT WEALTH MANAGEMENT, LLC GLD ($309.14) Holding Chart

ACT 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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