WHALEROCK POINT PARTNERS, LLC GLD Holdings History
WHALEROCK POINT PARTNERS, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, WHALEROCK POINT PARTNERS, LLC held 4,100.00 shares of SPDR Gold Shares ETF(GLD), totaling $1.18 Mil. This investment constitutes 0.28% of their stock portfolio, and WHALEROCK POINT PARTNERS, LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2014Q3. And since then WHALEROCK POINT PARTNERS, LLC has made 5 purchases of GLD, at an average price of $179.51, for a total of 10,254.00 shares. In addition, there have been 4 sales at an average price of $112.45 for 6,154.00 shares. Based on historical transaction data and GLD's current price of $312.18, WHALEROCK POINT PARTNERS, LLC's estimated gain on his GLD holdings is $131,292.79, reflecting a 7.13% gain to date.
WHALEROCK POINT PARTNERS, LLC GLD ($312.18) Holding Chart
WHALEROCK POINT PARTNERS, LLC 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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