Heritage Wealth Advisors’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 | $459K | Sell |
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|
2025
Q1 | $873K | Hold |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $755K | Buy |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $62.9K | Sell |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | $51.8K | Hold |
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|
2023
Q2 | $53.8K | Hold |
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|
2023
Q1 | $55.3K | Hold |
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|
2022
Q4 | $51.2K | Hold |
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|
2022
Q3 | $46.7K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $52K | Hold |
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|
2021
Q3 | $49.6K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $48.3K | Hold |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $53.5K | Buy |
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|
2020
Q2 | $25.1K | Hold |
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|
2020
Q1 | $22.2K | Hold |
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|
2019
Q4 | $21.4K | Hold |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $18.3K | Hold |
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|
2018
Q4 | $18K | Hold |
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|
2018
Q3 | $16K | Buy |
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