Shira Ridge Wealth Management GLDM Holdings History
Shira Ridge Wealth Management's SPDR Gold MiniShares Trust Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 40,516.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $2.65 Mil. This investment constitutes 1.21% of their stock portfolio, and Shira Ridge Wealth Management now holds 0.02% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2025Q1. And since then Shira Ridge Wealth Management has made 2 purchases of GLDM, at an average price of $57.88, for a total of 40,516.00 shares. Based on historical transaction data and GLDM's current price of $67.12, Shira Ridge Wealth Management's estimated gain on his GLDM holdings is $374,530.81, reflecting a 15.97% gain to date.
Shira Ridge Wealth Management GLDM ($67.12) Holding Chart
Shira Ridge Wealth Management GLDM ($67.12) 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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