Accurate Wealth Management, LLC GLD Holdings History
Accurate Wealth Management, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Accurate Wealth Management, LLC held 40,092.00 shares of SPDR Gold Shares ETF(GLD), totaling $11.94 Mil. This investment constitutes 2.28% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 7 purchases of GLD, at an average price of $195.13, for a total of 237,242.00 shares. In addition, there have been 8 sales at an average price of $187.02 for 197,150.00 shares. Based on historical transaction data and GLD's current price of $301.22, Accurate Wealth Management, LLC's estimated gain on his GLD holdings is $2.65 Mil, reflecting a 5.73% gain to date.
Accurate Wealth Management, LLC GLD ($301.22) Holding Chart
Accurate Wealth Management, LLC GLD ($301.22) 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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