Centricity Wealth Management, LLC GLD Holdings History
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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