INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC GLD Holdings History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's SPDR Gold Shares ETF Holding Summary
As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 51,562.00 shares of SPDR Gold Shares ETF(GLD), totaling $11.09 Mil. This investment constitutes 1.69% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds -% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 10 purchases of GLD, at an average price of $161.23, for a total of 216,024.00 shares. In addition, there have been 15 sales at an average price of $164.38 for 164,462.00 shares. Based on historical transaction data and GLD's current price of $309.50, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his GLD holdings is $8.16 Mil, reflecting a 23.44% gain to date.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC GLD ($309.50) Holding Chart
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC GLD ($309.50) 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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