Number of Shares
3,640.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
0.63%
Total Estimate Gain
$646,011.82
% of Total Estimate Gain
41.46%

Finer Wealth Management, Inc.'s SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, Finer Wealth Management, Inc. held 3,640.00 shares of SPDR Gold Shares ETF(GLD), totaling $1.05 Mil. This investment constitutes 0.63% of their stock portfolio, and Finer Wealth Management, Inc. now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2021Q4. And since then Finer Wealth Management, Inc. has made 4 purchases of GLD, at an average price of $174.47, for a total of 8,930.00 shares. In addition, there have been 9 sales at an average price of $203.92 for 5,290.00 shares. Based on historical transaction data and GLD's current price of $309.14, Finer Wealth Management, Inc.'s estimated gain on his GLD holdings is $646,011.82, reflecting a 41.46% gain to date.

Finer Wealth Management, Inc. GLD ($309.14) Holding Chart

Finer Wealth Management, Inc. GLD ($309.14) 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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