Heritage Wealth Partners, LLC Spdr Gold Trust Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 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 16,628 shares of GLD stock, worth $4.21 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares
16,628
Previous 11,575 43.65%
Holding current value
$4.21 Million
Previous $2.49 Billion 62.4%
% of portfolio
4.75%
Previous 3.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$215.56 - $246.98 $1.09 Million - $1.25 Million
5,053 Added 43.65%
16,628 $4.04 Billion
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
2,418
Shares Held
125M
Call Options Held
63.8M
Put Options Held
46.2M
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 $87.4B
More about GLD
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