Heritage Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Heritage Wealth Advisors’s Portfolio GLDM Stock Details GLDM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.68M	Hold
2025 Q2	$1.44M	Hold
2025 Q1	$1.36M	Hold
2024 Q4	$1.14M	Sell
2024 Q3	$1.15M	Hold
2024 Q2	$1.02M	Hold
2024 Q1	$973K	Hold
2023 Q4	$903K	Buy