Number of Shares
35,513.00
Current Holdings Value*
$10.23 Mil
% of Portfolio
10.96%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
25.48%

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 $308.39, Ball & Co Wealth Management Inc.'s estimated gain on his GLD holdings is $2.23 Mil, reflecting a 25.48% gain to date.

Ball & Co Wealth Management Inc. GLD ($308.39) Holding Chart

Ball & Co Wealth Management 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 %

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