Robertson Stephens Wealth Management, LLC GLD Holdings History
Robertson Stephens Wealth Management, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 53,097.00 shares of SPDR Gold Shares ETF(GLD), totaling $15.30 Mil. This investment constitutes 0.53% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.02% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2020Q2. And since then Robertson Stephens Wealth Management, LLC has made 11 purchases of GLD, at an average price of $244.68, for a total of 61,010.00 shares. In addition, there have been 7 sales at an average price of $178.66 for 7,913.00 shares. Based on historical transaction data and GLD's current price of $308.39, Robertson Stephens Wealth Management, LLC's estimated gain on his GLD holdings is $2.86 Mil, reflecting a 19.16% gain to date.
Robertson Stephens Wealth Management, LLC GLD ($308.39) Holding Chart
Robertson Stephens Wealth Management, LLC GLD ($308.39) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
