Lee Financial Co GLD Holdings History

Number of Shares
77,985.00
Current Holdings Value*
$22.47 Mil
% of Portfolio
3.43%
Total Estimate Gain
$13.12 Mil
% of Total Estimate Gain
51.13%

Lee Financial Co's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, Lee Financial Co held 77,985.00 shares of SPDR Gold Shares ETF(GLD), totaling $22.47 Mil. This investment constitutes 3.43% of their stock portfolio, and Lee Financial Co now holds 0.02% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2018Q2. And since then Lee Financial Co has made 4 purchases of GLD, at an average price of $160.67, for a total of 159,755.00 shares. In addition, there have been 22 sales at an average price of $180.64 for 81,770.00 shares. Based on historical transaction data and GLD's current price of $308.01, Lee Financial Co's estimated gain on his GLD holdings is $13.12 Mil, reflecting a 51.13% gain to date.

Lee Financial Co GLD ($308.01) Holding Chart

Lee Financial Co GLD ($308.01) 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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