Heritage Wealth Management (Arizona)’s SPDR Gold Trust GLD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$1.24M	Buy	7,286 +3,426	+89%	+$552K	0.18%	96
2022 Q3	$597K	Sell	3,860 -237	-6%	-$38.1K	0.19%	88
2022 Q2	$690K	Buy	4,097 +135	+3%	+$23.6K	0.23%	75
2022 Q1	$716K	Buy	+3,962	New	+$695K	0.19%	90
2021 Q3	$282K	Buy	1,718 +99	+6%	+$16.6K	0.1%	163
2021 Q2	$268K	Hold	1,619	–	–	0.1%	172
2021 Q1	$259K	Buy	+1,619	New	+$272K	0.15%	122

Other funds holding GLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GLD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its SPDR Gold Trust (GLD) stake by 89% in Q4 2022, buying an estimated $552K and bringing the position to 7,286 shares worth $1.24M. The position accounts for 0.18% of the portfolio, ranked #96.

Heritage Wealth Management (Arizona) first reported a position in GLD in Q1 2021 and has held it in 7 quarters since. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Heritage Wealth Management (Arizona) held 7,286 shares of SPDR Gold Trust worth $1.24M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 3,426 SPDR Gold Trust shares in Q4 2022, an estimated $552K.
SPDR Gold Trust made up 0.18% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #96 holding.
Heritage Wealth Management (Arizona) first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 7 quarters since.
1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.