Heritage Oak Wealth Advisors LLC Spdr Gold Trust Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 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 8,286 shares of GLD stock, worth $2.04 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
8,286
Previous 14,820 44.09%
Holding current value
$2.04 Million
Previous $3.19 Billion 36.79%
% of portfolio
0.93%
Previous 1.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,422
Shares Held
125M
Call Options Held
63.8M
Put Options Held
48.5M
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 $84.8B
More about GLD
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