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

Heritage Wealth Partners’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
2025 Q1	$7.99M	Buy
2024 Q4	$1.85M	Sell
2024 Q3	$4.04M	Buy
2024 Q2	$2.49M	Buy
2024 Q1	$1.89M	Hold
2023 Q4	$1.89M	Sell
2023 Q3	$1.74M	Buy
2023 Q2	$1.7M	Buy