Tepp RIA, LLC GLD Holdings History
Number of Shares
24,911.00
Current Holdings Value*
$7.59 Mil
% of Portfolio
9.8%
Total Estimate Gain
$931,938.67
% of Total Estimate Gain
13.81%
Tepp RIA, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-06-30, Tepp RIA, LLC held 24,911.00 shares of SPDR Gold Shares ETF(GLD), totaling $7.59 Mil. This investment constitutes 9.8% of their stock portfolio, and Tepp RIA, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2024Q4. And since then Tepp RIA, LLC has made 2 purchases of GLD, at an average price of $270.98, for a total of 24,911.00 shares. Based on historical transaction data and GLD's current price of $308.39, Tepp RIA, LLC's estimated gain on his GLD holdings is $931,938.67, reflecting a 13.81% gain to date.
Tepp RIA, LLC GLD ($308.39) Holding Chart
Tepp RIA, LLC GLD ($308.39) 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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