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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
27,733
+20,075
+262% +$5.31M 12.18% 1
2024
Q4 		$1.85M Sell
7,658
-8,970
-54% -$2.2M 2.33% 15
2024
Q3 		$4.04M Buy
16,628
+5,053
+44% +$1.16M 4.75% 6
2024
Q2 		$2.49M Buy
11,575
+1,681
+17% +$364K 3.61% 8
2024
Q1 		$1.89M Hold
9,894
– – 3.86% 7
2023
Q4 		$1.89M Sell
9,894
-247
-2% -$45.3K 3.86% 7
2023
Q3 		$1.74M Buy
10,141
+627
+7% +$112K 3.71% 8
2023
Q2 		$1.7M Buy
+9,514
New +$1.75M 1% 29

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Partners's GLD Position: Q1 2025 in Review

Heritage Wealth Partners increased its SPDR Gold Trust (GLD) stake by 262% in Q1 2025, buying an estimated $5.31M and bringing the position to 27,733 shares worth $7.99M. The position accounts for 12.18% of the portfolio, ranked #1.

Heritage Wealth Partners first reported a position in GLD in Q2 2023 and has held it in 8 quarters since. 2,581 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Heritage Wealth Partners held 27,733 shares of SPDR Gold Trust worth $7.99M as of Q1 2025.
  • Heritage Wealth Partners bought 20,075 SPDR Gold Trust shares in Q1 2025, an estimated $5.31M.
  • SPDR Gold Trust made up 12.18% of Heritage Wealth Partners's portfolio in Q1 2025, its #1 holding.
  • Heritage Wealth Partners first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 8 quarters since.
  • 2,581 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.