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 $738,316. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,107
Previous 1,502 106.86%
Holding current value
$738,316
Previous $322,000 134.47%
% of portfolio
0.04%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Aug 05, 2024

SELL
$207.82 - $224.56 $22 Million - $23.8 Million
-106,087 Reduced 98.6%
1,502 $322,000
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

Feb 09, 2024

BUY
$168.83 - $192.59 $2.25 Million - $2.56 Million
13,300 Added 4403.97%
13,602 $2.6 Million
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

About SPDR GOLD TRUST


  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $82B
More about GLD
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