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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