Heritage Trust’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
$699K Sell
2025
Q1
$666K Hold
2024
Q4
$560K Buy
2024
Q2
$281K Sell
2024
Q1
$276K Hold
2023
Q4
$257K Hold
2023
Q3
$230K Hold
2023
Q2
$239K Sell
2023
Q1
$248K Buy
2022
Q4
$228K Hold
2022
Q3
$208K Hold
2022
Q2
$226K Buy
2019
Q1
Sell
2018
Q4
$38K Hold
2018
Q3
$35K Hold
2018
Q2
$37K Hold
2018
Q1
$39K Hold
2017
Q4
$38K Hold
2017
Q3
$38K Sell
2017
Q2
$73K Buy