Granite Bay Wealth Management, LLC GLD Holdings History
Granite Bay Wealth Management, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-06-30, Granite Bay Wealth Management, LLC held 16,423.00 shares of SPDR Gold Shares ETF(GLD), totaling $5.01 Mil. This investment constitutes 1.61% of their stock portfolio, and Granite Bay Wealth Management, LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2021Q4. And since then Granite Bay Wealth Management, LLC has made 7 purchases of GLD, at an average price of $185.14, for a total of 163,229.00 shares. In addition, there have been 6 sales at an average price of $190.98 for 146,806.00 shares. Based on historical transaction data and GLD's current price of $308.39, Granite Bay Wealth Management, LLC's estimated gain on his GLD holdings is $2.88 Mil, reflecting a 9.54% gain to date.
Granite Bay Wealth Management, LLC GLD ($308.39) Holding Chart
Granite Bay Wealth Management, 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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