Diversify Advisory Services, LLC GLD Holdings History
Number of Shares
267,648.00
Current Holdings Value*
$81.92 Mil
% of Portfolio
5.12%
Total Estimate Gain
$18.01 Mil
% of Total Estimate Gain
28.05%
Diversify Advisory Services, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Diversify Advisory Services, LLC held 267,648.00 shares of SPDR Gold Shares ETF(GLD), totaling $81.92 Mil. This investment constitutes 5.12% of their stock portfolio, and Diversify Advisory Services, LLC now holds 0.08% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2024Q1. And since then Diversify Advisory Services, LLC has made 4 purchases of GLD, at an average price of $239.85, for a total of 267,648.00 shares. Based on historical transaction data and GLD's current price of $307.14, Diversify Advisory Services, LLC's estimated gain on his GLD holdings is $18.01 Mil, reflecting a 28.05% gain to date.
Diversify Advisory Services, LLC GLD ($307.14) Holding Chart
Diversify Advisory Services, LLC GLD ($307.14) 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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