Evoke Wealth, LLC GLDM Holdings History

Number of Shares
6.84 Mil
Current Holdings Value*
$423.61 Mil
% of Portfolio
11.05%
Total Estimate Gain
$170.35 Mil
% of Total Estimate Gain
21.64%

Evoke Wealth, LLC's SPDR Gold MiniShares Trust Holding Summary

As of 2025-03-31, Evoke Wealth, LLC held 6.84 Mil shares of SPDR Gold MiniShares Trust(GLDM), totaling $423.61 Mil. This investment constitutes 11.05% of their stock portfolio, and Evoke Wealth, LLC now holds 3.03% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2019Q3. And since then Evoke Wealth, LLC has made 17 purchases of GLDM, at an average price of $42.43, for a total of 18.55 Mil shares. In addition, there have been 4 sales at an average price of $43.02 for 11.71 Mil shares. Based on historical transaction data and GLDM's current price of $66.31, Evoke Wealth, LLC's estimated gain on his GLDM holdings is $170.35 Mil, reflecting a 21.64% gain to date.

Evoke Wealth, LLC GLDM ($66.31) Holding Chart

Evoke Wealth, 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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