Heritage Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
1,504
-1,525
| -50% | -$465K | 0.02% | 138 |
|
|
2025
Q1 | $873K | Hold |
3,029
| – | – | 0.04% | 87 |
|
|
2024
Q4 | $733K | Sell |
3,029
-78
| -3% | -$18.9K | 0.04% | 107 |
|
|
2024
Q3 | $755K | Buy |
3,107
+1,605
| +107% | +$390K | 0.04% | 106 |
|
|
2024
Q2 | $323K | Buy |
1,502
+1,196
| +391% | +$257K | 0.01% | 163 |
|
|
2024
Q1 | $62.9K | Sell |
306
-778
| -72% | -$160K | ﹤0.01% | 306 |
|
|
2023
Q4 | $207K | Buy |
1,084
+782
| +259% | +$149K | 0.01% | 209 |
|
|
2023
Q3 | $51.8K | Hold |
302
| – | – | ﹤0.01% | 298 |
|
|
2023
Q2 | $53.8K | Hold |
302
| – | – | ﹤0.01% | 318 |
|
|
2023
Q1 | $55.3K | Hold |
302
| – | – | ﹤0.01% | 309 |
|
|
2022
Q4 | $51.2K | Hold |
302
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $46.7K | Hold |
302
| – | – | ﹤0.01% | 305 |
|
|
2022
Q2 | $51K | Hold |
302
| – | – | ﹤0.01% | 327 |
|
|
2022
Q1 | $55K | Hold |
302
| – | – | ﹤0.01% | 308 |
|
|
2021
Q4 | $52K | Hold |
302
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $49.6K | Hold |
302
| – | – | ﹤0.01% | 319 |
|
|
2021
Q2 | $50K | Hold |
302
| – | – | ﹤0.01% | 325 |
|
|
2021
Q1 | $48.3K | Hold |
302
| – | – | ﹤0.01% | 336 |
|
|
2020
Q4 | $54K | Hold |
302
| – | – | ﹤0.01% | 314 |
|
|
2020
Q3 | $53.5K | Buy |
302
+152
| +101% | +$26.9K | 0.01% | 262 |
|
|
2020
Q2 | $25.1K | Hold |
150
| – | – | ﹤0.01% | 312 |
|
|
2020
Q1 | $22.2K | Hold |
150
| – | – | ﹤0.01% | 313 |
|
|
2019
Q4 | $21.4K | Hold |
150
| – | – | ﹤0.01% | 374 |
|
|
2019
Q3 | $20K | Hold |
150
| – | – | ﹤0.01% | 347 |
|
|
2019
Q2 | $20K | Hold |
150
| – | – | ﹤0.01% | 336 |
|
|
2019
Q1 | $18.3K | Hold |
150
| – | – | ﹤0.01% | 314 |
|
|
2018
Q4 | $18K | Hold |
150
| – | – | ﹤0.01% | 273 |
|
|
2018
Q3 | $16K | Buy |
+150
| New | +$16K | ﹤0.01% | 275 |
|