Number of Shares
256,748.00
Current Holdings Value*
$73.97 Mil
% of Portfolio
29.39%
Total Estimate Gain
$60.12 Mil
% of Total Estimate Gain
31.43%

Briaud Financial Planning, Inc's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, Briaud Financial Planning, Inc held 256,748.00 shares of SPDR Gold Shares ETF(GLD), totaling $73.97 Mil. This investment constitutes 29.39% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0.08% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2019Q4. And since then Briaud Financial Planning, Inc has made 13 purchases of GLD, at an average price of $156.43, for a total of 1.22 Mil shares. In addition, there have been 8 sales at an average price of $179.40 for 966,067.00 shares. Based on historical transaction data and GLD's current price of $304.16, Briaud Financial Planning, Inc's estimated gain on his GLD holdings is $60.12 Mil, reflecting a 31.43% gain to date.

Briaud Financial Planning, Inc GLD ($304.16) Holding Chart

Briaud Financial Planning, 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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