Number of Shares
1.54 Mil
Current Holdings Value*
$95.26 Mil
% of Portfolio
5.58%
Total Estimate Gain
$50.29 Mil
% of Total Estimate Gain
83.35%

Strategic Financial Services, Inc.'s SPDR Gold MiniShares Trust Holding Summary

As of 2025-03-31, Strategic Financial Services, Inc. held 1.54 Mil shares of SPDR Gold MiniShares Trust(GLDM), totaling $95.26 Mil. This investment constitutes 5.58% of their stock portfolio, and Strategic Financial Services, Inc. now holds 0.69% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2019Q3. And since then Strategic Financial Services, Inc. has made 16 purchases of GLDM, at an average price of $34.91, for a total of 1.73 Mil shares. In addition, there have been 7 sales at an average price of $46.97 for 189,068.00 shares. Based on historical transaction data and GLDM's current price of $66.11, Strategic Financial Services, Inc.'s estimated gain on his GLDM holdings is $50.29 Mil, reflecting a 83.35% gain to date.

Strategic Financial Services, Inc. GLDM ($66.11) Holding Chart

Strategic Financial Services, Inc. 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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