WR Wealth Planners, LLC GLDM Holdings History
WR Wealth Planners, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 133,029.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $6.92 Mil. This investment constitutes 2.22% of their stock portfolio, and WR Wealth Planners, LLC now holds 0.07% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2023Q1. And since then WR Wealth Planners, LLC has made 2 purchases of GLDM, at an average price of $37.82, for a total of 168,125.00 shares. In addition, there have been 4 sales at an average price of $42.85 for 35,096.00 shares. Based on historical transaction data and GLDM's current price of $66.31, WR Wealth Planners, LLC's estimated gain on his GLDM holdings is $3.97 Mil, reflecting a 62.38% gain to date.
WR Wealth Planners, LLC GLDM ($66.31) Holding Chart
WR Wealth Planners, LLC GLDM ($66.31) 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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