Number of Shares
18,407.00
Current Holdings Value*
$5.30 Mil
% of Portfolio
2.6%
Total Estimate Gain
$2.35 Mil
% of Total Estimate Gain
66.33%

BlueChip Wealth Advisors LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, BlueChip Wealth Advisors LLC held 18,407.00 shares of SPDR Gold Shares ETF(GLD), totaling $5.30 Mil. This investment constitutes 2.6% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2023Q4. And since then BlueChip Wealth Advisors LLC has made 4 purchases of GLD, at an average price of $189.32, for a total of 18,727.00 shares. In addition, there have been 1 sales at an average price of $245.74 for 320.00 shares. Based on historical transaction data and GLD's current price of $316.10, BlueChip Wealth Advisors LLC's estimated gain on his GLD holdings is $2.35 Mil, reflecting a 66.33% gain to date.

BlueChip Wealth Advisors LLC GLD ($316.10) Holding Chart

BlueChip Wealth Advisors LLC GLD ($316.10) 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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