Number of Shares
29,403.00
Current Holdings Value*
$8.96 Mil
% of Portfolio
3.63%
Total Estimate Gain
$6.08 Mil
% of Total Estimate Gain
64.68%

Biltmore Wealth Management, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-06-30, Biltmore Wealth Management, LLC held 29,403.00 shares of SPDR Gold Shares ETF(GLD), totaling $8.96 Mil. This investment constitutes 3.63% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2019Q1. And since then Biltmore Wealth Management, LLC has made 13 purchases of GLD, at an average price of $145.40, for a total of 64,651.00 shares. In addition, there have been 12 sales at an average price of $181.95 for 35,248.00 shares. Based on historical transaction data and GLD's current price of $308.39, Biltmore Wealth Management, LLC's estimated gain on his GLD holdings is $6.08 Mil, reflecting a 64.68% gain to date.

Biltmore Wealth Management, LLC GLD ($308.39) Holding Chart

Biltmore Wealth Management, LLC 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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