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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$817K Hold
2025
Q1
$773K Hold
2024
Q4
$649K Hold
2024
Q3
$652K Buy
2024
Q2
$561K Hold
2024
Q1
$537K Hold
2023
Q4
$499K Sell
2023
Q3
$1.07M Hold
2023
Q2
$1.11M Hold
2023
Q1
$1.14M Hold
2022
Q4
$1.06M Hold
2022
Q3
$966K Sell
2022
Q2
$1.16M Buy
2022
Q1
$1.14M Buy
2021
Q4
$978K Buy