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 %

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