Number of Shares
9,000.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
5.21%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
79.37%

Castle Financial & Retirement Planning Associates, Inc.'s SPDR Gold Shares ETF Holding Summary

As of 2021-12-31, Castle Financial & Retirement Planning Associates, Inc. held 9,000.00 shares of SPDR Gold Shares ETF(GLD), totaling $1.54 Mil. This investment constitutes 5.21% of their stock portfolio, and Castle Financial & Retirement Planning Associates, Inc. now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2021Q4. Based on historical transaction data and GLD's current price of $301.22, Castle Financial & Retirement Planning Associates, Inc.'s estimated gain on his GLD holdings is $1.20 Mil, reflecting a 79.37% gain to date.

Castle Financial & Retirement Planning Associates, Inc. GLD ($301.22) Holding Chart

Castle Financial & Retirement Planning Associates, Inc. GLD ($301.22) 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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