Horizon Wealth Management, LLC GLD Holdings History
Horizon Wealth Management, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Horizon Wealth Management, LLC held 82,640.00 shares of SPDR Gold Shares ETF(GLD), totaling $23.81 Mil. This investment constitutes 4.01% of their stock portfolio, and Horizon Wealth Management, LLC now holds 0.03% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2022Q1. And since then Horizon Wealth Management, LLC has made 4 purchases of GLD, at an average price of $218.98, for a total of 146,908.00 shares. In addition, there have been 2 sales at an average price of $160.82 for 64,268.00 shares. Based on historical transaction data and GLD's current price of $305.74, Horizon Wealth Management, LLC's estimated gain on his GLD holdings is $3.43 Mil, reflecting a 10.67% gain to date.
Horizon Wealth Management, LLC GLD ($305.74) Holding Chart
Horizon Wealth Management, LLC GLD ($305.74) 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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