Total Wealth Planning, LLC GLD Holdings History
Total Wealth Planning, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 18,751.00 shares of SPDR Gold Shares ETF(GLD), totaling $5.72 Mil. This investment constitutes 0.72% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2025Q2. And since then Total Wealth Planning, LLC has made 1 purchases of GLD, at an average price of $302.58, for a total of 18,751.00 shares. Based on historical transaction data and GLD's current price of $308.39, Total Wealth Planning, LLC's estimated gain on his GLD holdings is $108,943.31, reflecting a 1.92% gain to date.
Total Wealth Planning, LLC GLD ($308.39) Holding Chart
Total Wealth Planning, 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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