Segment Wealth Management, LLC GLDM Holdings History
Segment Wealth Management, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, Segment Wealth Management, LLC held 66,154.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $4.09 Mil. This investment constitutes 0.28% of their stock portfolio, and Segment Wealth Management, LLC now holds 0.03% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2019Q3. And since then Segment Wealth Management, LLC has made 4 purchases of GLDM, at an average price of $35.72, for a total of 248,512.00 shares. In addition, there have been 4 sales at an average price of $34.20 for 182,358.00 shares. Based on historical transaction data and GLDM's current price of $66.11, Segment Wealth Management, LLC's estimated gain on his GLDM holdings is $1.73 Mil, reflecting a 19.53% gain to date.
Segment Wealth Management, LLC GLDM ($66.11) Holding Chart
Segment Wealth Management, LLC GLDM ($66.11) 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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