Accretive Wealth Partners, LLC GLDM Holdings History
Accretive Wealth Partners, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, Accretive Wealth Partners, LLC held 124,652.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $8.45 Mil. This investment constitutes 2.99% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0.06% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2020Q4. And since then Accretive Wealth Partners, LLC has made 11 purchases of GLDM, at an average price of $39.66, for a total of 135,330.00 shares. In addition, there have been 6 sales at an average price of $39.92 for 10,678.00 shares. Based on historical transaction data and GLDM's current price of $66.31, Accretive Wealth Partners, LLC's estimated gain on his GLDM holdings is $3.33 Mil, reflecting a 61.96% gain to date.
Accretive Wealth Partners, LLC GLDM ($66.31) Holding Chart
Accretive Wealth Partners, LLC GLDM ($66.31) 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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