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

Heritage 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
2026 Q1	$976K	Buy	2,268 +764	+51%	+$342K	0.04%	85
2025 Q4	$596K	Hold	1,504	–	–	0.02%	135
2025 Q3	$535K	Hold	1,504	–	–	0.02%	124
2025 Q2	$459K	Sell	1,504 -1,525	-50%	-$462K	0.02%	138
2025 Q1	$873K	Hold	3,029	–	–	0.04%	87
2024 Q4	$733K	Sell	3,029 -78	-3%	-$19.2K	0.04%	107
2024 Q3	$755K	Buy	3,107 +1,605	+107%	+$368K	0.04%	106
2024 Q2	$323K	Buy	1,502 +1,196	+391%	+$259K	0.01%	163
2024 Q1	$62.9K	Sell	306 -778	-72%	-$149K	﹤0.01%	306
2023 Q4	$207K	Buy	1,084 +782	+259%	+$143K	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%	+$27.3K	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	+$17.2K	﹤0.01%	275

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Advisors's GLD Position: Q1 2026 in Review

Heritage Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 51% in Q1 2026, buying an estimated $342K and bringing the position to 2,268 shares worth $976K. The position accounts for 0.04% of the portfolio, ranked #85.

Heritage Wealth Advisors first reported a position in GLD in Q3 2018 and has held it in 31 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Heritage Wealth Advisors held 2,268 shares of SPDR Gold Trust worth $976K as of Q1 2026.
Heritage Wealth Advisors bought 764 SPDR Gold Trust shares in Q1 2026, an estimated $342K.
SPDR Gold Trust made up 0.04% of Heritage Wealth Advisors's portfolio in Q1 2026, its #85 holding.
Heritage Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2018 and has held it in 31 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.