Ball & Co Wealth Management Inc. GLD Holdings History
Ball & Co Wealth Management Inc.'s SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Ball & Co Wealth Management Inc. held 35,513.00 shares of SPDR Gold Shares ETF(GLD), totaling $10.23 Mil. This investment constitutes 10.96% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $264.45 for 25.00 shares. Based on historical transaction data and GLD's current price of $304.16, Ball & Co Wealth Management Inc.'s estimated gain on his GLD holdings is $2.08 Mil, reflecting a 23.76% gain to date.
Ball & Co Wealth Management Inc. GLD ($304.16) Holding Chart
Ball & Co Wealth Management Inc. GLD ($304.16) 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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