Measured Wealth Private Client Group, LLC GLD Holdings History
Measured Wealth Private Client Group, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 66,240.00 shares of SPDR Gold Shares ETF(GLD), totaling $19.09 Mil. This investment constitutes 6.13% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.02% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2018Q3. And since then Measured Wealth Private Client Group, LLC has made 14 purchases of GLD, at an average price of $186.89, for a total of 84,677.00 shares. In addition, there have been 3 sales at an average price of $160.14 for 18,437.00 shares. Based on historical transaction data and GLD's current price of $309.14, Measured Wealth Private Client Group, LLC's estimated gain on his GLD holdings is $7.60 Mil, reflecting a 48.06% gain to date.
Measured Wealth Private Client Group, LLC GLD ($309.14) Holding Chart
Measured Wealth Private Client Group, LLC GLD ($309.14) 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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