Cassaday & Co Wealth Management LLC GLDM Holdings History
Cassaday & Co Wealth Management LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 5.73 Mil shares of SPDR Gold MiniShares Trust(GLDM), totaling $354.47 Mil. This investment constitutes 9.97% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 2.54% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2023Q1. And since then Cassaday & Co Wealth Management LLC has made 8 purchases of GLDM, at an average price of $38.33, for a total of 5.74 Mil shares. In addition, there have been 1 sales at an average price of $56.80 for 17,074.00 shares. Based on historical transaction data and GLDM's current price of $66.04, Cassaday & Co Wealth Management LLC's estimated gain on his GLDM holdings is $159.04 Mil, reflecting a 72.23% gain to date.
Cassaday & Co Wealth Management LLC GLDM ($66.04) Holding Chart
Cassaday & Co Wealth Management LLC GLDM ($66.04) 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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