Number of Shares
238,301.00
Current Holdings Value*
$14.75 Mil
% of Portfolio
5.73%
Total Estimate Gain
$6.05 Mil
% of Total Estimate Gain
28.92%

Warren Street Wealth Advisors, LLC's SPDR Gold MiniShares Trust Holding Summary

As of 2025-03-31, Warren Street Wealth Advisors, LLC held 238,301.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $14.75 Mil. This investment constitutes 5.73% of their stock portfolio, and Warren Street Wealth Advisors, LLC now holds 0.11% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.

The initial trade took place in 2021Q4. And since then Warren Street Wealth Advisors, LLC has made 10 purchases of GLDM, at an average price of $42.62, for a total of 490,539.00 shares. In addition, there have been 3 sales at an average price of $45.07 for 252,238.00 shares. Based on historical transaction data and GLDM's current price of $65.40, Warren Street Wealth Advisors, LLC's estimated gain on his GLDM holdings is $6.05 Mil, reflecting a 28.92% gain to date.

Warren Street Wealth Advisors, LLC GLDM ($65.40) Holding Chart

Warren Street Wealth Advisors, LLC GLDM ($65.40) 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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