Heritage Oak Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Heritage Oak Wealth 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
2025 Q3	$3.97M	Sell
2025 Q2	$4.2M	Sell
2025 Q1	$7.1M	Buy
2024 Q4	$3.63M	Buy
2024 Q3	$2.01M	Sell
2024 Q2	$3.19M	Buy