Heritage Wealth Partners, LLC Spdr Gold Trust Transaction History

Heritage Wealth Partners, LLC

  • $69 Billion
  • Q2 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 11,575 shares of GLD stock, worth $2.52 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares
11,575
Previous 9,894 16.99%
Holding current value
$2.52 Million
Previous $1.89 Billion 31.58%
% of portfolio
3.61%
Previous 3.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
BUY
$207.82 - $224.56 $349,345 - $377,485
1,681 Added 16.99%
11,575 $2.49 Billion
Q4 2023

Jan 19, 2024
SELL
$168.83 - $192.59 $41,701 - $47,569
-247 Reduced 2.44%
9,894 $1.89 Billion
Q3 2023

Oct 18, 2023
BUY
$171.45 - $183.67 $107,499 - $115,161
627 Added 6.59%
10,141 $1.74 Billion
Q2 2023

Aug 11, 2023
BUY
$177.09 - $190.44 $1.68 Million - $1.81 Million
9,514 New
9,514 $1.7 Billion

Others Institutions Holding GLD

# of Institutions
2,306
Shares Held
122M
Call Options Held
62.9M
Put Options Held
42.1M
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 $75.2B
More about GLD
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