Upper Left Wealth Management, LLC GLDM Holdings History
Upper Left Wealth Management, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 81,021.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $5.31 Mil. This investment constitutes 3.54% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.03% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 7 purchases of GLDM, at an average price of $36.13, for a total of 184,877.50 shares. In addition, there have been 7 sales at an average price of $38.64 for 103,856.50 shares. Based on historical transaction data and GLDM's current price of $66.09, Upper Left Wealth Management, LLC's estimated gain on his GLDM holdings is $2.69 Mil, reflecting a 40.25% gain to date.
Upper Left Wealth Management, LLC GLDM ($66.09) Holding Chart
Upper Left Wealth Management, LLC GLDM ($66.09) 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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