MBL Wealth, LLC GLDM Holdings History
MBL Wealth, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, MBL Wealth, LLC held 570,860.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $35.33 Mil. This investment constitutes 3.57% of their stock portfolio, and MBL Wealth, LLC now holds 0.25% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2020Q4. And since then MBL Wealth, LLC has made 9 purchases of GLDM, at an average price of $36.81, for a total of 613,043.50 shares. In addition, there have been 4 sales at an average price of $39.89 for 42,183.50 shares. Based on historical transaction data and GLDM's current price of $66.31, MBL Wealth, LLC's estimated gain on his GLDM holdings is $16.97 Mil, reflecting a 75.18% gain to date.
MBL Wealth, LLC GLDM ($66.31) Holding Chart
MBL Wealth, 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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