Number of Shares
41,482.00
Current Holdings Value*
$11.95 Mil
% of Portfolio
4.17%
Total Estimate Gain
$5.27 Mil
% of Total Estimate Gain
48.91%

PCG Wealth Advisors, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, PCG Wealth Advisors, LLC held 41,482.00 shares of SPDR Gold Shares ETF(GLD), totaling $11.95 Mil. This investment constitutes 4.17% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2021Q4. And since then PCG Wealth Advisors, LLC has made 10 purchases of GLD, at an average price of $185.96, for a total of 57,905.00 shares. In addition, there have been 3 sales at an average price of $187.84 for 16,423.00 shares. Based on historical transaction data and GLD's current price of $312.18, PCG Wealth Advisors, LLC's estimated gain on his GLD holdings is $5.27 Mil, reflecting a 48.91% gain to date.

PCG Wealth Advisors, LLC GLD ($312.18) Holding Chart

PCG Wealth Advisors, LLC GLD ($312.18) 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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