NORTHCAPE WEALTH MANAGEMENT, LLC GLD Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 76,588.00 shares of SPDR Gold Shares ETF(GLD), totaling $22.07 Mil. This investment constitutes 7.12% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 3 purchases of GLD, at an average price of $171.06, for a total of 149,203.00 shares. In addition, there have been 10 sales at an average price of $174.69 for 72,615.00 shares. Based on historical transaction data and GLD's current price of $301.22, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his GLD holdings is $10.23 Mil, reflecting a 40.09% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC GLD ($301.22) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC GLD ($301.22) 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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