ENCOMPASS WEALTH ADVISORS, LLC GLD Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 8,100.00 shares of SPDR Gold Shares ETF(GLD), totaling $2.47 Mil. This investment constitutes 0.91% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2021Q2. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 2 purchases of GLD, at an average price of $177.86, for a total of 13,114.00 shares. In addition, there have been 3 sales at an average price of $175.43 for 5,014.00 shares. Based on historical transaction data and GLD's current price of $308.39, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his GLD holdings is $1.05 Mil, reflecting a 44.80% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC GLD ($308.39) Holding Chart
ENCOMPASS 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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