Genesis Wealth Advisors, LLC GLDM Holdings History
Genesis Wealth Advisors, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, Genesis Wealth Advisors, LLC held 35,555.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $2.20 Mil. This investment constitutes 1.78% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0.02% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2024Q4. And since then Genesis Wealth Advisors, LLC has made 1 purchases of GLDM, at an average price of $52.73, for a total of 73,022.00 shares. In addition, there have been 1 sales at an average price of $56.80 for 37,467.00 shares. Based on historical transaction data and GLDM's current price of $65.98, Genesis Wealth Advisors, LLC's estimated gain on his GLDM holdings is $623,594.44, reflecting a 16.20% gain to date.
Genesis Wealth Advisors, LLC GLDM ($65.98) Holding Chart
Genesis Wealth Advisors, LLC GLDM ($65.98) 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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