Number of Shares
98,047.00
Current Holdings Value*
$6.07 Mil
% of Portfolio
1.09%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
21.33%

Horst & Graben Wealth Management LLC's SPDR Gold MiniShares Trust Holding Summary

As of 2025-03-31, Horst & Graben Wealth Management LLC held 98,047.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $6.07 Mil. This investment constitutes 1.09% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.04% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2024Q4. And since then Horst & Graben Wealth Management LLC has made 2 purchases of GLDM, at an average price of $54.65, for a total of 98,047.00 shares. Based on historical transaction data and GLDM's current price of $66.31, Horst & Graben Wealth Management LLC's estimated gain on his GLDM holdings is $1.14 Mil, reflecting a 21.33% gain to date.

Horst & Graben Wealth Management LLC GLDM ($66.31) Holding Chart

Horst & Graben Wealth Management LLC GLDM ($66.31) 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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