Number of Shares
3,850.00
Current Holdings Value*
$1.11 Mil
% of Portfolio
0.66%
Total Estimate Gain
$393,430.17
% of Total Estimate Gain
25.87%

CCG WEALTH MANAGEMENT, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, CCG WEALTH MANAGEMENT, LLC held 3,850.00 shares of SPDR Gold Shares ETF(GLD), totaling $1.11 Mil. This investment constitutes 0.66% of their stock portfolio, and CCG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2024Q1. And since then CCG WEALTH MANAGEMENT, LLC has made 3 purchases of GLD, at an average price of $222.21, for a total of 6,843.00 shares. In addition, there have been 2 sales at an average price of $242.81 for 2,993.00 shares. Based on historical transaction data and GLD's current price of $308.39, CCG WEALTH MANAGEMENT, LLC's estimated gain on his GLD holdings is $393,430.17, reflecting a 25.87% gain to date.

CCG WEALTH MANAGEMENT, LLC GLD ($308.39) Holding Chart

CCG WEALTH MANAGEMENT, LLC GLD ($308.39) 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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