D. SCOTT NEAL, INC. GLD Holdings History

Number of Shares
102,535.00
Current Holdings Value*
$31.26 Mil
% of Portfolio
15.58%
Total Estimate Gain
$14.03 Mil
% of Total Estimate Gain
50.40%

D. SCOTT NEAL, INC.'s SPDR Gold Shares ETF Holding Summary

As of 2025-06-30, D. SCOTT NEAL, INC. held 102,535.00 shares of SPDR Gold Shares ETF(GLD), totaling $31.26 Mil. This investment constitutes 15.58% of their stock portfolio, and D. SCOTT NEAL, INC. now holds 0.03% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2015Q4. And since then D. SCOTT NEAL, INC. has made 8 purchases of GLD, at an average price of $178.37, for a total of 156,056.00 shares. In addition, there have been 8 sales at an average price of $189.96 for 53,521.00 shares. Based on historical transaction data and GLD's current price of $309.14, D. SCOTT NEAL, INC.'s estimated gain on his GLD holdings is $14.03 Mil, reflecting a 50.40% gain to date.

D. SCOTT NEAL, INC. GLD ($309.14) Holding Chart

D. SCOTT NEAL, INC. 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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