Willingdon Wealth Management GLD Holdings History
Number of Shares
125,447.00
Current Holdings Value*
$18.57 Mil
% of Portfolio
4.72%
Total Estimate Gain
$21.49 Mil
% of Total Estimate Gain
121.61%
Willingdon Wealth Management's SPDR Gold Shares ETF Holding Summary
As of 2020-03-31, Willingdon Wealth Management held 125,447.00 shares of SPDR Gold Shares ETF(GLD), totaling $18.57 Mil. This investment constitutes 4.72% of their stock portfolio, and Willingdon Wealth Management now holds 0.03% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2018Q2. And since then Willingdon Wealth Management has made 6 purchases of GLD, at an average price of $140.87, for a total of 125,447.00 shares. Based on historical transaction data and GLD's current price of $312.18, Willingdon Wealth Management's estimated gain on his GLD holdings is $21.49 Mil, reflecting a 121.61% gain to date.
Willingdon Wealth Management GLD ($312.18) Holding Chart
Willingdon Wealth Management 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 % |
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