Burt Wealth Advisors GLDM Holdings History
Burt Wealth Advisors's SPDR Gold MiniShares Trust Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 538,098.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $35.26 Mil. This investment constitutes 8.06% of their stock portfolio, and Burt Wealth Advisors now holds 0.22% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2019Q3. And since then Burt Wealth Advisors has made 13 purchases of GLDM, at an average price of $30.68, for a total of 1.79 Mil shares. In addition, there have been 12 sales at an average price of $35.73 for 1.26 Mil shares. Based on historical transaction data and GLDM's current price of $66.31, Burt Wealth Advisors's estimated gain on his GLDM holdings is $25.52 Mil, reflecting a 46.35% gain to date.
Burt Wealth Advisors GLDM ($66.31) Holding Chart
Burt Wealth Advisors GLDM ($66.31) 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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