Number of Shares
22,211.00
Current Holdings Value*
$6.40 Mil
% of Portfolio
4.9%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
62.98%

Sharp Financial Services, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, Sharp Financial Services, LLC held 22,211.00 shares of SPDR Gold Shares ETF(GLD), totaling $6.40 Mil. This investment constitutes 4.9% of their stock portfolio, and Sharp Financial Services, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2023Q4. And since then Sharp Financial Services, LLC has made 4 purchases of GLD, at an average price of $189.56, for a total of 22,211.00 shares. Based on historical transaction data and GLD's current price of $308.95, Sharp Financial Services, LLC's estimated gain on his GLD holdings is $2.65 Mil, reflecting a 62.98% gain to date.

Sharp Financial Services, LLC GLD ($308.95) Holding Chart

Sharp Financial Services, LLC GLD ($308.95) 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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