AGH Wealth Advisors, LLC GLD Holdings History
Number of Shares
14,103.00
Current Holdings Value*
$4.06 Mil
% of Portfolio
3.92%
Total Estimate Gain
$838,443.14
% of Total Estimate Gain
23.88%
AGH Wealth Advisors, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, AGH Wealth Advisors, LLC held 14,103.00 shares of SPDR Gold Shares ETF(GLD), totaling $4.06 Mil. This investment constitutes 3.92% of their stock portfolio, and AGH Wealth Advisors, LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2024Q4. And since then AGH Wealth Advisors, LLC has made 1 purchases of GLD, at an average price of $248.94, for a total of 14,103.00 shares. Based on historical transaction data and GLD's current price of $308.39, AGH Wealth Advisors, LLC's estimated gain on his GLD holdings is $838,443.14, reflecting a 23.88% gain to date.
AGH Wealth Advisors, LLC GLD ($308.39) Holding Chart
AGH Wealth Advisors, 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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