Number of Shares
58,962.00
Current Holdings Value*
$16.99 Mil
% of Portfolio
1.58%
Total Estimate Gain
$14.56 Mil
% of Total Estimate Gain
35.43%

United Asset Strategies, Inc.'s SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, United Asset Strategies, Inc. held 58,962.00 shares of SPDR Gold Shares ETF(GLD), totaling $16.99 Mil. This investment constitutes 1.58% of their stock portfolio, and United Asset Strategies, Inc. now holds 0.02% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2014Q3. And since then United Asset Strategies, Inc. has made 19 purchases of GLD, at an average price of $143.80, for a total of 285,740.00 shares. In addition, there have been 16 sales at an average price of $164.20 for 226,778.00 shares. Based on historical transaction data and GLD's current price of $312.18, United Asset Strategies, Inc.'s estimated gain on his GLD holdings is $14.56 Mil, reflecting a 35.43% gain to date.

United Asset Strategies, Inc. GLD ($312.18) Holding Chart

United Asset Strategies, Inc. GLD ($312.18) 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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