LWM Advisory Services, LLC GLDM Holdings History
LWM Advisory Services, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 161,714.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $10.01 Mil. This investment constitutes 6.95% of their stock portfolio, and LWM Advisory Services, LLC now holds 0.07% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2024Q3. And since then LWM Advisory Services, LLC has made 3 purchases of GLDM, at an average price of $52.87, for a total of 161,714.00 shares. Based on historical transaction data and GLDM's current price of $66.31, LWM Advisory Services, LLC's estimated gain on his GLDM holdings is $2.17 Mil, reflecting a 25.42% gain to date.
LWM Advisory Services, LLC GLDM ($66.31) Holding Chart
LWM Advisory Services, 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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