Number of Shares
184,861.00
Current Holdings Value*
$39.75 Mil
% of Portfolio
7.97%
Total Estimate Gain
$26.29 Mil
% of Total Estimate Gain
62.65%

Private Wealth Strategies, L.L.C.'s SPDR Gold Shares ETF Holding Summary

As of 2024-06-30, Private Wealth Strategies, L.L.C. held 184,861.00 shares of SPDR Gold Shares ETF(GLD), totaling $39.75 Mil. This investment constitutes 7.97% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds -% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2019Q4. And since then Private Wealth Strategies, L.L.C. has made 9 purchases of GLD, at an average price of $164.41, for a total of 255,260.00 shares. In addition, there have been 9 sales at an average price of $169.18 for 70,399.00 shares. Based on historical transaction data and GLD's current price of $304.83, Private Wealth Strategies, L.L.C.'s estimated gain on his GLD holdings is $26.29 Mil, reflecting a 62.65% gain to date.

Private Wealth Strategies, L.L.C. GLD ($304.83) Holding Chart

Private Wealth Strategies, L.L.C. GLD ($304.83) 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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