Number of Shares
31,412.00
Current Holdings Value*
$9.05 Mil
% of Portfolio
4.76%
Total Estimate Gain
$5.15 Mil
% of Total Estimate Gain
27.73%

Independent Family Office, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, Independent Family Office, LLC held 31,412.00 shares of SPDR Gold Shares ETF(GLD), totaling $9.05 Mil. This investment constitutes 4.76% of their stock portfolio, and Independent Family Office, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2019Q4. And since then Independent Family Office, LLC has made 6 purchases of GLD, at an average price of $163.19, for a total of 113,719.00 shares. In addition, there have been 9 sales at an average price of $169.97 for 82,307.00 shares. Based on historical transaction data and GLD's current price of $309.25, Independent Family Office, LLC's estimated gain on his GLD holdings is $5.15 Mil, reflecting a 27.73% gain to date.

Independent Family Office, LLC GLD ($309.25) Holding Chart

Independent Family Office, LLC GLD ($309.25) 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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