Evolution Wealth Advisors, LLC GLD Holdings History
Evolution Wealth Advisors, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 67,602.00 shares of SPDR Gold Shares ETF(GLD), totaling $19.48 Mil. This investment constitutes 3.25% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0.02% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2018Q4. And since then Evolution Wealth Advisors, LLC has made 12 purchases of GLD, at an average price of $141.49, for a total of 224,071.00 shares. In addition, there have been 12 sales at an average price of $156.51 for 156,469.00 shares. Based on historical transaction data and GLD's current price of $307.59, Evolution Wealth Advisors, LLC's estimated gain on his GLD holdings is $13.58 Mil, reflecting a 42.83% gain to date.
Evolution Wealth Advisors, LLC GLD ($307.59) Holding Chart
Evolution Wealth Advisors, LLC GLD ($307.59) 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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