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Heck Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Heck Capital Advisors’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Hold
670
– – 0.01% 197
2026
Q1 		$288K Buy
+670
New +$300K 0.02% 183
2025
Q1 		– Sell
-73,070
Closed -$17.7M – 461
2024
Q4 		$17.7M Buy
+73,070
New +$18M 0.76% 26

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Heck Capital Advisors's GLD Position: Q2 2026 in Review

Heck Capital Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 670 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #197.

Heck Capital Advisors first reported a position in GLD in Q4 2024 and has held it in 3 quarters since. The position peaked at $17.7M in Q4 2024. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Heck Capital Advisors held 670 shares of SPDR Gold Trust worth $247K as of Q2 2026.
  • Heck Capital Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.01% of Heck Capital Advisors's portfolio in Q2 2026, its #197 holding.
  • Heck Capital Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 3 quarters since.
  • Heck Capital Advisors's SPDR Gold Trust position peaked at $17.7M in Q4 2024.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.