Number of Shares
159,664.00
Current Holdings Value*
$9.88 Mil
% of Portfolio
5.41%
Total Estimate Gain
$5.67 Mil
% of Total Estimate Gain
46.95%

R. W. Roge & Company, Inc.'s SPDR Gold MiniShares Trust Holding Summary

As of 2025-03-31, R. W. Roge & Company, Inc. held 159,664.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $9.88 Mil. This investment constitutes 5.41% of their stock portfolio, and R. W. Roge & Company, Inc. now holds 0.07% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2022Q2. And since then R. W. Roge & Company, Inc. has made 5 purchases of GLDM, at an average price of $36.41, for a total of 331,962.00 shares. In addition, there have been 7 sales at an average price of $40.88 for 172,298.00 shares. Based on historical transaction data and GLDM's current price of $67.13, R. W. Roge & Company, Inc.'s estimated gain on his GLDM holdings is $5.67 Mil, reflecting a 46.95% gain to date.

R. W. Roge & Company, Inc. GLDM ($67.13) Holding Chart

R. W. Roge & Company, Inc. GLDM ($67.13) 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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