Detalus Advisors, LLC GLDM Holdings History
Number of Shares
69,261.00
Current Holdings Value*
$4.29 Mil
% of Portfolio
1.35%
Total Estimate Gain
$809,898.81
% of Total Estimate Gain
21.07%
Detalus Advisors, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, Detalus Advisors, LLC held 69,261.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $4.29 Mil. This investment constitutes 1.35% of their stock portfolio, and Detalus Advisors, LLC now holds 0.03% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2024Q4. And since then Detalus Advisors, LLC has made 2 purchases of GLDM, at an average price of $55.50, for a total of 69,261.00 shares. Based on historical transaction data and GLDM's current price of $67.19, Detalus Advisors, LLC's estimated gain on his GLDM holdings is $809,898.81, reflecting a 21.07% gain to date.
Detalus Advisors, LLC GLDM ($67.19) Holding Chart
Detalus Advisors, LLC GLDM ($67.19) 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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