Number of Shares
136,742.00
Current Holdings Value*
$8.96 Mil
% of Portfolio
2.01%
Total Estimate Gain
$4.56 Mil
% of Total Estimate Gain
68.84%

Sterling Investment Advisors, Ltd.'s SPDR Gold MiniShares Trust Holding Summary

As of 2025-06-30, Sterling Investment Advisors, Ltd. held 136,742.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $8.96 Mil. This investment constitutes 2.01% of their stock portfolio, and Sterling Investment Advisors, Ltd. now holds 0.06% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2023Q3. And since then Sterling Investment Advisors, Ltd. has made 4 purchases of GLDM, at an average price of $39.00, for a total of 169,982.00 shares. In addition, there have been 4 sales at an average price of $59.87 for 33,240.00 shares. Based on historical transaction data and GLDM's current price of $67.31, Sterling Investment Advisors, Ltd.'s estimated gain on his GLDM holdings is $4.56 Mil, reflecting a 68.84% gain to date.

Sterling Investment Advisors, Ltd. GLDM ($67.31) Holding Chart

Sterling Investment Advisors, Ltd. GLDM ($67.31) 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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