HIG
GLD icon

Heritage Investment Group’s SPDR Gold Trust GLD Stock Holding History

Heritage Investment Group’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 		$962K Sell
2,611
-70
-3% -$29K 0.13% 53
2026
Q1 		$1.15M Hold
2,681
– – 0.17% 40
2025
Q4 		$1.06M Hold
2,681
– – 0.16% 41
2025
Q3 		$953K Hold
2,681
– – 0.15% 44
2025
Q2 		$817K Hold
2,681
– – 0.14% 46
2025
Q1 		$773K Hold
2,681
– – 0.15% 47
2024
Q4 		$649K Hold
2,681
– – 0.12% 49
2024
Q3 		$652K Buy
2,681
+70
+3% +$16K 0.12% 48
2024
Q2 		$561K Hold
2,611
– – 0.12% 46
2024
Q1 		$537K Hold
2,611
– – 0.11% 50
2023
Q4 		$499K Sell
2,611
-3,632
-58% -$666K 0.11% 50
2023
Q3 		$1.07M Hold
6,243
– – 0.29% 34
2023
Q2 		$1.11M Hold
6,243
– – 0.31% 27
2023
Q1 		$1.14M Hold
6,243
– – 0.35% 22
2022
Q4 		$1.06M Hold
6,243
– – 0.34% 21
2022
Q3 		$966K Sell
6,243
-2,929
-32% -$471K 0.59% 21
2022
Q2 		$1.16M Buy
9,172
+2,846
+45% +$497K 0.67% 18
2022
Q1 		$1.14M Buy
6,326
+604
+11% +$106K 0.83% 17
2021
Q4 		$978K Buy
+5,722
New +$961K 0.77% 21

Other funds holding GLD

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Heritage Investment Group's GLD Position: Q2 2026 in Review

Heritage Investment Group reduced its SPDR Gold Trust (GLD) stake by 2.6% in Q2 2026, selling an estimated $29K and leaving 2,611 shares worth $962K. The position accounts for 0.13% of the portfolio, ranked #53.

Heritage Investment Group first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q2 2022. 1,612 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Heritage Investment Group held 2,611 shares of SPDR Gold Trust worth $962K as of Q2 2026.
  • Heritage Investment Group sold 70 SPDR Gold Trust shares in Q2 2026, an estimated $29K.
  • SPDR Gold Trust made up 0.13% of Heritage Investment Group's portfolio in Q2 2026, its #53 holding.
  • Heritage Investment Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Heritage Investment Group's SPDR Gold Trust position peaked at $1.16M in Q2 2022.
  • 1,612 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.