Number of Shares
28,734.00
Current Holdings Value*
$8.83 Mil
% of Portfolio
7.44%
Total Estimate Gain
$4.06 Mil
% of Total Estimate Gain
51.33%

COREPATH WEALTH PARTNERS LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-06-30, COREPATH WEALTH PARTNERS LLC held 28,734.00 shares of SPDR Gold Shares ETF(GLD), totaling $8.83 Mil. This investment constitutes 7.44% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2022Q2. And since then COREPATH WEALTH PARTNERS LLC has made 8 purchases of GLD, at an average price of $176.89, for a total of 44,664.00 shares. In addition, there have been 5 sales at an average price of $200.39 for 15,930.00 shares. Based on historical transaction data and GLD's current price of $304.99, COREPATH WEALTH PARTNERS LLC's estimated gain on his GLD holdings is $4.06 Mil, reflecting a 51.33% gain to date.

COREPATH WEALTH PARTNERS LLC GLD ($304.99) Holding Chart

COREPATH WEALTH PARTNERS LLC GLD ($304.99) 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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