Heritage Oak Wealth Advisors LLC Spdr Gold Trust Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 14,977 shares of GLD stock, worth $4.05 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
14,977
Previous 8,286 80.75%
Holding current value
$4.05 Million
Previous $2.01 Billion 80.06%
% of portfolio
1.7%
Previous 0.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$236.59 - $257.5 $1.58 Million - $1.72 Million
6,691 Added 80.75%
14,977 $3.63 Billion
Q3 2024

Oct 23, 2024
SELL
$215.56 - $246.98 $1.41 Million - $1.61 Million
-6,534 Reduced 44.09%
8,286 $2.01 Billion
Q2 2024

Aug 28, 2024
BUY
$207.82 - $224.56 $3.08 Million - $3.33 Million
14,820 New
14,820 $3.19 Billion

Others Institutions Holding GLD

# of Institutions
2,692
Shares Held
131M
Call Options Held
111M
Put Options Held
70.8M
View Full List

About SPDR GOLD TRUST

GLD Quotes by TradingView
  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $93.4B
More about GLD
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