Number of Shares
34,853.00
Current Holdings Value*
$10.04 Mil
% of Portfolio
4.23%
Total Estimate Gain
$4.46 Mil
% of Total Estimate Gain
64.72%

Lokken Investment Group LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, Lokken Investment Group LLC held 34,853.00 shares of SPDR Gold Shares ETF(GLD), totaling $10.04 Mil. This investment constitutes 4.23% of their stock portfolio, and Lokken Investment Group LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2020Q4. And since then Lokken Investment Group LLC has made 12 purchases of GLD, at an average price of $178.67, for a total of 38,597.00 shares. In addition, there have been 5 sales at an average price of $196.33 for 3,744.00 shares. Based on historical transaction data and GLD's current price of $304.83, Lokken Investment Group LLC's estimated gain on his GLD holdings is $4.46 Mil, reflecting a 64.72% gain to date.

Lokken Investment Group LLC GLD ($304.83) Holding Chart

Lokken Investment Group LLC GLD ($304.83) 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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