Capital A Wealth Management, LLC GLDM Holdings History
Number of Shares
36,424.00
Current Holdings Value*
$2.25 Mil
% of Portfolio
2.36%
Total Estimate Gain
$388,476.88
% of Total Estimate Gain
18.87%
Capital A Wealth Management, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 36,424.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $2.25 Mil. This investment constitutes 2.36% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0.02% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2024Q4. And since then Capital A Wealth Management, LLC has made 1 purchases of GLDM, at an average price of $56.53, for a total of 36,424.00 shares. Based on historical transaction data and GLDM's current price of $67.19, Capital A Wealth Management, LLC's estimated gain on his GLDM holdings is $388,476.88, reflecting a 18.87% gain to date.
Capital A Wealth Management, LLC GLDM ($67.19) Holding Chart
Capital A Wealth Management, LLC GLDM ($67.19) 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 % |
Top Ranked Articles
- 1