HIG
Heritage Investment Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$17K | 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% | -$694K | 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% | -$453K | 0.59% | 21 |
|
|
2022
Q2 | $1.16M | Buy |
9,172
+2,846
| +45% | +$359K | 0.67% | 18 |
|
|
2022
Q1 | $1.14M | Buy |
6,326
+604
| +11% | +$109K | 0.83% | 17 |
|
|
2021
Q4 | $978K | Buy |
+5,722
| New | +$978K | 0.77% | 21 |
|