Legacy Advisors, LLC GLD Holdings History

Number of Shares
11,894.00
Current Holdings Value*
$3.43 Mil
% of Portfolio
0.35%
Total Estimate Gain
$2.10 Mil
% of Total Estimate Gain
45.26%

Legacy Advisors, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, Legacy Advisors, LLC held 11,894.00 shares of SPDR Gold Shares ETF(GLD), totaling $3.43 Mil. This investment constitutes 0.35% of their stock portfolio, and Legacy Advisors, LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2018Q2. And since then Legacy Advisors, LLC has made 6 purchases of GLD, at an average price of $178.91, for a total of 25,924.00 shares. In addition, there have been 3 sales at an average price of $220.18 for 14,030.00 shares. Based on historical transaction data and GLD's current price of $306.73, Legacy Advisors, LLC's estimated gain on his GLD holdings is $2.10 Mil, reflecting a 45.26% gain to date.

Legacy Advisors, LLC GLD ($306.73) Holding Chart

Legacy Advisors, LLC GLD ($306.73) 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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