Heritage Wealth Management, Inc. Spdr Gold Trust Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 1,135 shares of GLD stock, worth $426,714. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,135
Previous 674 68.4%
Holding current value
$426,714
Previous $205 Million 96.37%
% of portfolio
0.12%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$300.96 - $355.47 $138,742 - $163,871
461 Added 68.4%
1,135 $403 Million
Q2 2025

Aug 14, 2025
BUY
$273.71 - $316.29 $184,480 - $213,179
674 New
674 $205 Million

Others Institutions Holding GLD

# of Institutions
3,233
Shares Held
140M
Call Options Held
166M
Put Options Held
88.8M
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 $130B
More about GLD
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