Perissos Private Wealth Management, LLC GLD Holdings History
Perissos Private Wealth Management, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Perissos Private Wealth Management, LLC held 21,862.00 shares of SPDR Gold Shares ETF(GLD), totaling $6.30 Mil. This investment constitutes 5.74% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2024Q1. And since then Perissos Private Wealth Management, LLC has made 1 purchases of GLD, at an average price of $213.76, for a total of 30,507.00 shares. In addition, there have been 3 sales at an average price of $218.24 for 8,645.00 shares. Based on historical transaction data and GLD's current price of $308.01, Perissos Private Wealth Management, LLC's estimated gain on his GLD holdings is $2.10 Mil, reflecting a 32.19% gain to date.
Perissos Private Wealth Management, LLC GLD ($308.01) Holding Chart
Perissos Private Wealth Management, LLC GLD ($308.01) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
