RGT Wealth Advisors, LLC GLDM Holdings History
RGT Wealth Advisors, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2022-09-30, RGT Wealth Advisors, LLC held 3.64 Mil shares of SPDR Gold MiniShares Trust(GLDM), totaling $120.05 Mil. This investment constitutes 19.14% of their stock portfolio, and RGT Wealth Advisors, LLC now holds 2.53% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2020Q2. And since then RGT Wealth Advisors, LLC has made 8 purchases of GLDM, at an average price of $35.15, for a total of 4.17 Mil shares. In addition, there have been 2 sales at an average price of $37.22 for 531,291.00 shares. Based on historical transaction data and GLDM's current price of $66.31, RGT Wealth Advisors, LLC's estimated gain on his GLDM holdings is $114.53 Mil, reflecting a 78.11% gain to date.
RGT Wealth Advisors, LLC GLDM ($66.31) Holding Chart
RGT Wealth Advisors, LLC GLDM ($66.31) 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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