Number of Shares
22,070.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
0.37%
Total Estimate Gain
$627,967.26
% of Total Estimate Gain
42.66%

FirstPurpose Wealth LLC's SPDR Gold MiniShares Trust Holding Summary

As of 2024-03-31, FirstPurpose Wealth LLC held 22,070.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $1.02 Mil. This investment constitutes 0.37% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 3 purchases of GLDM, at an average price of $37.83, for a total of 38,915.00 shares. In addition, there have been 6 sales at an average price of $38.06 for 16,845.00 shares. Based on historical transaction data and GLDM's current price of $66.10, FirstPurpose Wealth LLC's estimated gain on his GLDM holdings is $627,967.26, reflecting a 42.66% gain to date.

FirstPurpose Wealth LLC GLDM ($66.10) Holding Chart

FirstPurpose Wealth LLC GLDM ($66.10) 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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