Delos Wealth Advisors, LLC GLD Holdings History
Delos Wealth Advisors, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 19,507.00 shares of SPDR Gold Shares ETF(GLD), totaling $5.62 Mil. This investment constitutes 4.45% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2021Q3. And since then Delos Wealth Advisors, LLC has made 11 purchases of GLD, at an average price of $181.70, for a total of 36,355.00 shares. In addition, there have been 3 sales at an average price of $161.02 for 16,848.00 shares. Based on historical transaction data and GLD's current price of $308.39, Delos Wealth Advisors, LLC's estimated gain on his GLD holdings is $2.12 Mil, reflecting a 32.14% gain to date.
Delos Wealth Advisors, LLC GLD ($308.39) Holding Chart
Delos Wealth Advisors, LLC GLD ($308.39) 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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