Number of Shares
4,100.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
0.28%
Total Estimate Gain
$131,292.79
% of Total Estimate Gain
7.13%

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 %

Top Ranked Articles

  • 1