WorthPointe, LLC GLD Holdings History

Number of Shares
7,094.00
Current Holdings Value*
$2.04 Mil
% of Portfolio
0.91%
Total Estimate Gain
$695,292.17
% of Total Estimate Gain
18.59%

WorthPointe, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, WorthPointe, LLC held 7,094.00 shares of SPDR Gold Shares ETF(GLD), totaling $2.04 Mil. This investment constitutes 0.91% of their stock portfolio, and WorthPointe, LLC now holds 0% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2022Q1. And since then WorthPointe, LLC has made 4 purchases of GLD, at an average price of $203.82, for a total of 18,350.00 shares. In addition, there have been 5 sales at an average price of $198.51 for 11,256.00 shares. Based on historical transaction data and GLD's current price of $310.27, WorthPointe, LLC's estimated gain on his GLD holdings is $695,292.17, reflecting a 18.59% gain to date.

WorthPointe, LLC GLD ($310.27) Holding Chart

WorthPointe, LLC GLD ($310.27) 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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