Cadence Wealth Management LLC GLD Holdings History
Cadence Wealth Management LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Cadence Wealth Management LLC held 35,900.00 shares of SPDR Gold Shares ETF(GLD), totaling $10.34 Mil. This investment constitutes 7.65% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2021Q1. And since then Cadence Wealth Management LLC has made 8 purchases of GLD, at an average price of $170.32, for a total of 145,753.00 shares. In addition, there have been 8 sales at an average price of $198.71 for 109,853.00 shares. Based on historical transaction data and GLD's current price of $313.16, Cadence Wealth Management LLC's estimated gain on his GLD holdings is $8.25 Mil, reflecting a 33.22% gain to date.
Cadence Wealth Management LLC GLD ($313.16) Holding Chart
Cadence Wealth Management LLC GLD ($313.16) 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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