Heritage Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.99M | Buy |
27,733
+20,075
| +262% | +$5.78M | 12.18% | 1 |
|
|
2024
Q4 | $1.85M | Sell |
7,658
-8,970
| -54% | -$2.17M | 2.33% | 15 |
|
|
2024
Q3 | $4.04M | Buy |
16,628
+5,053
| +44% | +$1.23M | 4.75% | 6 |
|
|
2024
Q2 | $2.49M | Buy |
11,575
+1,681
| +17% | +$361K | 3.61% | 8 |
|
|
2024
Q1 | $1.89M | Hold |
9,894
| – | – | 3.86% | 7 |
|
|
2023
Q4 | $1.89M | Sell |
9,894
-247
| -2% | -$47.2K | 3.86% | 7 |
|
|
2023
Q3 | $1.74M | Buy |
10,141
+627
| +7% | +$107K | 3.71% | 8 |
|
|
2023
Q2 | $1.7M | Buy |
+9,514
| New | +$1.7M | 1% | 29 |
|