Heritage Wealth Advisors Spdr Gold Trust Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Spdr Gold Trust stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,107 shares of GLD stock, worth $747,637. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,107

Previous 1,502 106.86%

Holding current value

$747,637

Previous $322,000 134.47%

% of portfolio

0.04%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$215.56 - $246.98 $345,973 - $396,402	1,605 Added 106.86%	3,107 $755,000
Q2 2024 Dec 12, 2024	BUY	$207.82 - $224.56 $248,552 - $268,573	1,196 Added 390.85%	1,502 $322,000
Q2 2024 Aug 05, 2024	SELL	$207.82 - $224.56 $22 Million - $23.8 Million	-106,087 Reduced 98.6%	1,502 $322,000
Q1 2024 Dec 12, 2024	SELL	$184.42 - $205.72 $143,478 - $160,050	-778 Reduced 71.77%	306 $62,000
Q1 2024 May 08, 2024	BUY	$184.42 - $205.72 $17.3 Million - $19.3 Million	93,987 Added 690.98%	107,589 $22.1 Million
Q4 2023 Dec 12, 2024	BUY	$168.83 - $192.59 $132,025 - $150,605	782 Added 258.94%	1,084 $207,000
Q4 2023 Feb 09, 2024	BUY	$168.83 - $192.59 $2.25 Million - $2.56 Million	13,300 Added 4403.97%	13,602 $2.6 Million
Q2 2023 Dec 12, 2024	SELL	$177.09 - $190.44 $496,737 - $534,184	-2,805 Reduced 90.28%	302 $53,000
Q3 2022 Dec 12, 2024	SELL	$151.23 - $168.32 $424,200 - $472,137	-2,805 Reduced 90.28%	302 $46,000
Q3 2020 Nov 03, 2020	BUY	$166.62 - $193.89 $25,326 - $29,471	152 Added 101.33%	302 $53,000
Q2 2020 Jul 17, 2020	SELL	$149.45 - $167.37 $67,999 - $76,153	-455 Reduced 75.21%	150 $25,000
Q2 2020 Jul 17, 2020	BUY	$149.45 - $167.37 $67,999 - $76,153	455 Added 303.33%	605 $25,000
Q3 2018 Nov 14, 2018	BUY	$111.1 - $119.15 $16,665 - $17,872	150 New	150 $16,000

Others Institutions Holding GLD

# of Institutions

2,494

Shares Held

127M

Call Options Held

89.2M

Put Options Held

64.9M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $83B

More about GLD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Spdr Gold Trust Transaction History