Number of Shares
134,884.00
Current Holdings Value*
$8.35 Mil
% of Portfolio
1.75%
Total Estimate Gain
$4.44 Mil
% of Total Estimate Gain
58.59%

Retirement Income Solutions, Inc's SPDR Gold MiniShares Trust Holding Summary

As of 2025-03-31, Retirement Income Solutions, Inc held 134,884.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $8.35 Mil. This investment constitutes 1.75% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.06% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2020Q2. And since then Retirement Income Solutions, Inc has made 6 purchases of GLDM, at an average price of $34.54, for a total of 219,149.00 shares. In addition, there have been 14 sales at an average price of $36.88 for 84,265.00 shares. Based on historical transaction data and GLDM's current price of $65.96, Retirement Income Solutions, Inc's estimated gain on his GLDM holdings is $4.44 Mil, reflecting a 58.59% gain to date.

Retirement Income Solutions, Inc GLDM ($65.96) Holding Chart

Retirement Income Solutions, Inc GLDM ($65.96) 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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