Number of Shares
93,731.00
Current Holdings Value*
$2.89 Mil
% of Portfolio
1.65%
Total Estimate Gain
$461,310.24
% of Total Estimate Gain
15.19%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Goldman Sachs Physical Gold ETF Holding Summary

As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 93,731.00 shares of Goldman Sachs Physical Gold ETF(AAAU), totaling $2.89 Mil. This investment constitutes 1.65% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.2% of the outstanding Goldman Sachs Physical Gold ETF(AAAU) stock.

The initial trade took place in 2024Q3. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of AAAU, at an average price of $27.80, for a total of 109,231.00 shares. In addition, there have been 1 sales at an average price of $26.32 for 15,500.00 shares. Based on historical transaction data and AAAU's current price of $32.96, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his AAAU holdings is $461,310.24, reflecting a 15.19% gain to date.

CAPSTONE WEALTH MANAGEMENT GROUP, LLC AAAU ($32.96) Holding Chart

CAPSTONE WEALTH MANAGEMENT GROUP, LLC AAAU ($32.96) 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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