Number of Shares
10,819.00
Current Holdings Value*
$3.12 Mil
% of Portfolio
2.83%
Total Estimate Gain
$679,507.07
% of Total Estimate Gain
25.50%

Centricity Wealth Management, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, Centricity Wealth Management, LLC held 10,819.00 shares of SPDR Gold Shares ETF(GLD), totaling $3.12 Mil. This investment constitutes 2.83% of their stock portfolio, and Centricity Wealth Management, LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2024Q4. And since then Centricity Wealth Management, LLC has made 1 purchases of GLD, at an average price of $246.33, for a total of 10,819.00 shares. Based on historical transaction data and GLD's current price of $309.14, Centricity Wealth Management, LLC's estimated gain on his GLD holdings is $679,507.07, reflecting a 25.50% gain to date.

Centricity Wealth Management, LLC GLD ($309.14) Holding Chart

Centricity Wealth Management, LLC GLD ($309.14) 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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