CFS Investment Advisory Services, LLC GLDM Holdings History
CFS Investment Advisory Services, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 145,378.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $9.00 Mil. This investment constitutes 0.8% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.07% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2024Q4. And since then CFS Investment Advisory Services, LLC has made 2 purchases of GLDM, at an average price of $54.87, for a total of 145,378.00 shares. Based on historical transaction data and GLDM's current price of $66.23, CFS Investment Advisory Services, LLC's estimated gain on his GLDM holdings is $1.65 Mil, reflecting a 20.70% gain to date.
CFS Investment Advisory Services, LLC GLDM ($66.23) Holding Chart
CFS Investment Advisory Services, LLC GLDM ($66.23) 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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