Chico Wealth RIA GLD Holdings History
Number of Shares
3,600.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
0.9%
Total Estimate Gain
$444,859.40
% of Total Estimate Gain
66.14%
Chico Wealth RIA's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Chico Wealth RIA held 3,600.00 shares of SPDR Gold Shares ETF(GLD), totaling $1.04 Mil. This investment constitutes 0.9% of their stock portfolio, and Chico Wealth RIA now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2023Q4. And since then Chico Wealth RIA has made 1 purchases of GLD, at an average price of $183.27, for a total of 3,670.00 shares. In addition, there have been 1 sales at an average price of $216.29 for 70.00 shares. Based on historical transaction data and GLD's current price of $306.20, Chico Wealth RIA's estimated gain on his GLD holdings is $444,859.40, reflecting a 66.14% gain to date.
Chico Wealth RIA GLD ($306.20) Holding Chart
Chico Wealth RIA GLD ($306.20) 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 % |
Top Ranked Articles
- 1