Joule Financial, LLC GLD Holdings History

Number of Shares
17,196.00
Current Holdings Value*
$5.24 Mil
% of Portfolio
1.7%
Total Estimate Gain
$5.30 Mil
% of Total Estimate Gain
28.91%

Joule Financial, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-06-30, Joule Financial, LLC held 17,196.00 shares of SPDR Gold Shares ETF(GLD), totaling $5.24 Mil. This investment constitutes 1.7% of their stock portfolio, and Joule Financial, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2022Q2. And since then Joule Financial, LLC has made 7 purchases of GLD, at an average price of $178.23, for a total of 102,966.00 shares. In addition, there have been 5 sales at an average price of $213.15 for 85,770.00 shares. Based on historical transaction data and GLD's current price of $312.53, Joule Financial, LLC's estimated gain on his GLD holdings is $5.30 Mil, reflecting a 28.91% gain to date.

Joule Financial, LLC GLD ($312.53) Holding Chart

Joule Financial, LLC GLD ($312.53) 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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