MILESTONE ASSET MANAGEMENT, LLC GLD Holdings History
MILESTONE ASSET MANAGEMENT, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held 25,183.00 shares of SPDR Gold Shares ETF(GLD), totaling $7.26 Mil. This investment constitutes 1.55% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2022Q4. And since then MILESTONE ASSET MANAGEMENT, LLC has made 7 purchases of GLD, at an average price of $214.31, for a total of 40,263.00 shares. In addition, there have been 2 sales at an average price of $183.79 for 15,080.00 shares. Based on historical transaction data and GLD's current price of $307.14, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his GLD holdings is $1.88 Mil, reflecting a 21.76% gain to date.
MILESTONE ASSET MANAGEMENT, LLC GLD ($307.14) Holding Chart
MILESTONE ASSET MANAGEMENT, LLC GLD ($307.14) 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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