Heritage Oak Wealth Advisors LLC Spdr Gold Trust Transaction History

Heritage Oak Wealth Advisors LLC

$259 Billion
Q2 2025

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 13,787 shares of GLD stock, worth $5.13 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

13,787

Previous 24,645 44.06%

Holding current value

$5.13 Million

Previous $7.1 Billion 40.82%

% of portfolio

1.62%

Previous 3.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$273.71 - $316.29 $2.97 Million - $3.43 Million	-10,858 Reduced 44.06%	13,787 $4.2 Billion
Q1 2025 Apr 28, 2025	BUY	$243.19 - $288.14 $2.35 Million - $2.79 Million	9,668 Added 64.55%	24,645 $7.1 Billion
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

3,081

Shares Held

141M

Call Options Held

118M

Put Options Held

74.6M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $128B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Account

Heritage Oak Wealth Advisors LLC Spdr Gold Trust Transaction History