Wallace Advisory Group, LLC GLDM Holdings History
Wallace Advisory Group, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-03-31, Wallace Advisory Group, LLC held 30,805.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $1.60 Mil. This investment constitutes 1.11% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0.01% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2022Q4. And since then Wallace Advisory Group, LLC has made 3 purchases of GLDM, at an average price of $38.95, for a total of 125,145.00 shares. In addition, there have been 5 sales at an average price of $45.02 for 94,340.00 shares. Based on historical transaction data and GLDM's current price of $66.04, Wallace Advisory Group, LLC's estimated gain on his GLDM holdings is $1.41 Mil, reflecting a 28.86% gain to date.
Wallace Advisory Group, LLC GLDM ($66.04) Holding Chart
Wallace Advisory Group, LLC GLDM ($66.04) 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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