Number of Shares
31,607.00
Current Holdings Value*
$9.11 Mil
% of Portfolio
3.17%
Total Estimate Gain
$3.99 Mil
% of Total Estimate Gain
44.66%

Three Bridge Wealth Advisors, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, Three Bridge Wealth Advisors, LLC held 31,607.00 shares of SPDR Gold Shares ETF(GLD), totaling $9.11 Mil. This investment constitutes 3.17% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 6 purchases of GLD, at an average price of $177.48, for a total of 50,374.00 shares. In addition, there have been 5 sales at an average price of $169.75 for 18,767.00 shares. Based on historical transaction data and GLD's current price of $308.39, Three Bridge Wealth Advisors, LLC's estimated gain on his GLD holdings is $3.99 Mil, reflecting a 44.66% gain to date.

Three Bridge Wealth Advisors, LLC GLD ($308.39) Holding Chart

Three Bridge Wealth Advisors, 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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