HFS
GLD icon

Heritage Financial Services’s SPDR Gold Trust GLD Stock Holding History

Heritage Financial Services’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
2025
Q4 		$568K Sell
1,433
-352
-20% -$134K 0.05% 62
2025
Q3 		$635K Buy
+1,785
New +$569K 0.06% 62
2022
Q3 		– Sell
-120
Closed -$20K – 223
2022
Q2 		$20K Buy
+120
New +$21K 0.01% 248

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Financial Services's GLD Position: Q4 2025 in Review

Heritage Financial Services reduced its SPDR Gold Trust (GLD) stake by 20% in Q4 2025, selling an estimated $134K and leaving 1,433 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #62.

Heritage Financial Services first reported a position in GLD in Q2 2022 and has held it in 3 quarters since. The position peaked at $635K in Q3 2025. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • Heritage Financial Services held 1,433 shares of SPDR Gold Trust worth $568K as of Q4 2025.
  • Heritage Financial Services sold 352 SPDR Gold Trust shares in Q4 2025, an estimated $134K.
  • SPDR Gold Trust made up 0.05% of Heritage Financial Services's portfolio in Q4 2025, its #62 holding.
  • Heritage Financial Services first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 3 quarters since.
  • Heritage Financial Services's SPDR Gold Trust position peaked at $635K in Q3 2025.
  • 3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.