GENESIS PRIVATE WEALTH, LLC GLD Holdings History
Number of Shares
28,170.00
Current Holdings Value*
$8.59 Mil
% of Portfolio
4.05%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
25.07%
GENESIS PRIVATE WEALTH, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 28,170.00 shares of SPDR Gold Shares ETF(GLD), totaling $8.59 Mil. This investment constitutes 4.05% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2024Q4. And since then GENESIS PRIVATE WEALTH, LLC has made 2 purchases of GLD, at an average price of $246.57, for a total of 28,170.00 shares. Based on historical transaction data and GLD's current price of $308.39, GENESIS PRIVATE WEALTH, LLC's estimated gain on his GLD holdings is $1.74 Mil, reflecting a 25.07% gain to date.
GENESIS PRIVATE WEALTH, LLC GLD ($308.39) Holding Chart
GENESIS PRIVATE WEALTH, LLC GLD ($308.39) 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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