Heritage Oak Wealth Advisors LLC Spdr Gold Trust Transaction History

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 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 24,645 shares of GLD stock, worth $7.56 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
24,645
Previous 14,977 64.55%
Holding current value
$7.56 Million
Previous $3.63 Billion 95.82%
% of portfolio
3.12%
Previous 1.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,836
Shares Held
131M
Call Options Held
111M
Put Options Held
69.9M
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 $106B
More about GLD
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email