WesMark Tactical Opportunity Fund GLD Holdings History
WesMark Tactical Opportunity Fund's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, WESMARK FUNDS held 12,476.00 shares of SPDR Gold Shares ETF(GLD), totaling $3.59 Mil. This investment constitutes 7.87% of their stock portfolio, and WESMARK FUNDS now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2020Q1. And since then WesMark Tactical Opportunity Fund has made 3 purchases of GLD, at an average price of $164.19, for a total of 18,766.00 shares. In addition, there have been 3 sales at an average price of $180.38 for 6,290.00 shares. Based on historical transaction data and GLD's current price of $306.78, WesMark Tactical Opportunity Fund's estimated gain on his GLD holdings is $1.88 Mil, reflecting a 61.04% gain to date.
WesMark Tactical Opportunity Fund GLD ($306.78) Holding Chart
WesMark Tactical Opportunity Fund GLD ($306.78) 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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