Number of Shares
28,752.00
Current Holdings Value*
$8.28 Mil
% of Portfolio
5.2%
Total Estimate Gain
$3.90 Mil
% of Total Estimate Gain
71.32%

waypoint wealth counsel's SPDR Gold Shares ETF Holding Summary

As of 2025-03-31, waypoint wealth counsel held 28,752.00 shares of SPDR Gold Shares ETF(GLD), totaling $8.28 Mil. This investment constitutes 5.2% of their stock portfolio, and waypoint wealth counsel now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 8 purchases of GLD, at an average price of $172.34, for a total of 31,730.00 shares. In addition, there have been 1 sales at an average price of $189.76 for 2,978.00 shares. Based on historical transaction data and GLD's current price of $306.19, waypoint wealth counsel's estimated gain on his GLD holdings is $3.90 Mil, reflecting a 71.32% gain to date.

waypoint wealth counsel GLD ($306.19) Holding Chart

waypoint wealth counsel GLD ($306.19) 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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