Capital Planning Advisors, LLC GLDM Holdings History
Capital Planning Advisors, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 638,983.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $39.55 Mil. This investment constitutes 6.1% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.29% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2019Q1. And since then Capital Planning Advisors, LLC has made 15 purchases of GLDM, at an average price of $32.22, for a total of 999,969.00 shares. In addition, there have been 10 sales at an average price of $38.97 for 360,986.00 shares. Based on historical transaction data and GLDM's current price of $67.13, Capital Planning Advisors, LLC's estimated gain on his GLDM holdings is $24.74 Mil, reflecting a 76.79% gain to date.
Capital Planning Advisors, LLC GLDM ($67.13) Holding Chart
Capital Planning Advisors, LLC GLDM ($67.13) 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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