Gradient Capital Advisors, LLC GLD Holdings History
Gradient Capital Advisors, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Gradient Capital Advisors, LLC held 9,001.00 shares of SPDR Gold Shares ETF(GLD), totaling $2.59 Mil. This investment constitutes 0.85% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2018Q2. And since then Gradient Capital Advisors, LLC has made 17 purchases of GLD, at an average price of $172.83, for a total of 12,532.00 shares. In addition, there have been 10 sales at an average price of $138.61 for 3,531.00 shares. Based on historical transaction data and GLD's current price of $306.19, Gradient Capital Advisors, LLC's estimated gain on his GLD holdings is $1.08 Mil, reflecting a 49.84% gain to date.
Gradient Capital Advisors, LLC GLD ($306.19) Holding Chart
Gradient Capital Advisors, LLC GLD ($306.19) 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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