Custom Portfolio Group LLC GLD Holdings History
Number of Shares
14,429.00
Current Holdings Value*
$3.08 Mil
% of Portfolio
2.76%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
67.43%
Custom Portfolio Group LLC's SPDR Gold Shares ETF Holding Summary
As of 2024-06-30, Custom Portfolio Group LLC held 14,429.00 shares of SPDR Gold Shares ETF(GLD), totaling $3.08 Mil. This investment constitutes 2.76% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2023Q4. And since then Custom Portfolio Group LLC has made 1 purchases of GLD, at an average price of $183.38, for a total of 14,429.00 shares. Based on historical transaction data and GLD's current price of $307.02, Custom Portfolio Group LLC's estimated gain on his GLD holdings is $1.78 Mil, reflecting a 67.43% gain to date.
Custom Portfolio Group LLC GLD ($307.02) Holding Chart
Custom Portfolio Group LLC GLD ($307.02) 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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