Evernest Financial Advisors, LLC GLDM Holdings History
Evernest Financial Advisors, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, Evernest Financial Advisors, LLC held 371,367.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $22.98 Mil. This investment constitutes 8.25% of their stock portfolio, and Evernest Financial Advisors, LLC now holds 0.17% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2021Q4. And since then Evernest Financial Advisors, LLC has made 6 purchases of GLDM, at an average price of $41.63, for a total of 371,367.00 shares. Based on historical transaction data and GLDM's current price of $66.31, Evernest Financial Advisors, LLC's estimated gain on his GLDM holdings is $9.17 Mil, reflecting a 59.29% gain to date.
Evernest Financial Advisors, LLC GLDM ($66.31) Holding Chart
Evernest Financial Advisors, LLC GLDM ($66.31) 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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