Number of Shares
286,072.00
Current Holdings Value*
$17.70 Mil
% of Portfolio
1.74%
Total Estimate Gain
$10.98 Mil
% of Total Estimate Gain
35.88%

Brandywine Oak Private Wealth LLC's SPDR Gold MiniShares Trust Holding Summary

As of 2025-03-31, Brandywine Oak Private Wealth LLC held 286,072.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $17.70 Mil. This investment constitutes 1.74% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.13% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2020Q4. And since then Brandywine Oak Private Wealth LLC has made 6 purchases of GLDM, at an average price of $37.04, for a total of 826,148.50 shares. In addition, there have been 12 sales at an average price of $41.41 for 540,076.50 shares. Based on historical transaction data and GLDM's current price of $67.20, Brandywine Oak Private Wealth LLC's estimated gain on his GLDM holdings is $10.98 Mil, reflecting a 35.88% gain to date.

Brandywine Oak Private Wealth LLC GLDM ($67.20) Holding Chart

Brandywine Oak Private Wealth LLC GLDM ($67.20) 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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