CARL STUART INVESTMENT ADVISOR, INC GLD Holdings History
CARL STUART INVESTMENT ADVISOR, INC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, CARL STUART INVESTMENT ADVISOR, INC held 1,248.00 shares of SPDR Gold Shares ETF(GLD), totaling $359,600.00. This investment constitutes 0.2% of their stock portfolio, and CARL STUART INVESTMENT ADVISOR, INC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2022Q1. And since then CARL STUART INVESTMENT ADVISOR, INC has made 3 purchases of GLD, at an average price of $173.34, for a total of 3,770.00 shares. In addition, there have been 3 sales at an average price of $176.37 for 2,522.00 shares. Based on historical transaction data and GLD's current price of $304.27, CARL STUART INVESTMENT ADVISOR, INC's estimated gain on his GLD holdings is $171,066.99, reflecting a 26.18% gain to date.
CARL STUART INVESTMENT ADVISOR, INC GLD ($304.27) Holding Chart
CARL STUART INVESTMENT ADVISOR, INC GLD ($304.27) 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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