Number of Shares
42,059.00
Current Holdings Value*
$5.60 Mil
% of Portfolio
3.31%
Total Estimate Gain
$7.61 Mil
% of Total Estimate Gain
143.57%

Stevens First Principles Investment Advisors's SPDR Gold Shares ETF Holding Summary

As of 2019-06-30, Stevens First Principles Investment Advisors held 42,059.00 shares of SPDR Gold Shares ETF(GLD), totaling $5.60 Mil. This investment constitutes 3.31% of their stock portfolio, and Stevens First Principles Investment Advisors now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2018Q2. And since then Stevens First Principles Investment Advisors has made 2 purchases of GLD, at an average price of $123.69, for a total of 42,857.00 shares. In addition, there have been 3 sales at an average price of $120.18 for 798.00 shares. Based on historical transaction data and GLD's current price of $304.71, Stevens First Principles Investment Advisors's estimated gain on his GLD holdings is $7.61 Mil, reflecting a 143.57% gain to date.

Stevens First Principles Investment Advisors GLD ($304.71) Holding Chart

Stevens First Principles Investment Advisors GLD ($304.71) 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