Number of Shares
72,792.00
Current Holdings Value*
$22.19 Mil
% of Portfolio
4.74%
Total Estimate Gain
$4.98 Mil
% of Total Estimate Gain
11.27%

MinichMacGregor Wealth Management, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-06-30, MinichMacGregor Wealth Management, LLC held 72,792.00 shares of SPDR Gold Shares ETF(GLD), totaling $22.19 Mil. This investment constitutes 4.74% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 0.02% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2018Q2. And since then MinichMacGregor Wealth Management, LLC has made 11 purchases of GLD, at an average price of $206.39, for a total of 214,274.00 shares. In addition, there have been 4 sales at an average price of $187.03 for 141,482.00 shares. Based on historical transaction data and GLD's current price of $312.44, MinichMacGregor Wealth Management, LLC's estimated gain on his GLD holdings is $4.98 Mil, reflecting a 11.27% gain to date.

MinichMacGregor Wealth Management, LLC GLD ($312.44) Holding Chart

MinichMacGregor Wealth Management, LLC GLD ($312.44) 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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