Number of Shares
60,734.00
Current Holdings Value*
$18.51 Mil
% of Portfolio
10.27%
Total Estimate Gain
$7.05 Mil
% of Total Estimate Gain
58.47%

BRIGHT FINANCIAL ADVISORS, INC.'s SPDR Gold Shares ETF Holding Summary

As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 60,734.00 shares of SPDR Gold Shares ETF(GLD), totaling $18.51 Mil. This investment constitutes 10.27% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 0.02% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2024Q1. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 2 purchases of GLD, at an average price of $193.76, for a total of 62,245.00 shares. In addition, there have been 3 sales at an average price of $253.09 for 1,511.00 shares. Based on historical transaction data and GLD's current price of $308.39, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his GLD holdings is $7.05 Mil, reflecting a 58.47% gain to date.

BRIGHT FINANCIAL ADVISORS, INC. GLD ($308.39) Holding Chart

BRIGHT FINANCIAL ADVISORS, INC. 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 %

Top Ranked Articles

  • 1