Plan Group Financial, LLC GLD Holdings History
Plan Group Financial, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 16,159.00 shares of SPDR Gold Shares ETF(GLD), totaling $4.66 Mil. This investment constitutes 1.66% of their stock portfolio, and Plan Group Financial, LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2022Q2. And since then Plan Group Financial, LLC has made 4 purchases of GLD, at an average price of $217.58, for a total of 23,655.00 shares. In addition, there have been 4 sales at an average price of $201.56 for 7,496.00 shares. Based on historical transaction data and GLD's current price of $306.78, Plan Group Financial, LLC's estimated gain on his GLD holdings is $1.32 Mil, reflecting a 25.67% gain to date.
Plan Group Financial, LLC GLD ($306.78) Holding Chart
Plan Group Financial, LLC GLD ($306.78) 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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