Heritage Financial Services, LLC Spdr Gold Trust Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,785 shares of GLD stock, worth $671,088. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,785
Holding current value
$671,088
% of portfolio
0.06%

Shares

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

Oct 30, 2025
BUY
$300.96 - $355.47 $537,213 - $634,513
1,785 New
1,785 $634,000
Q2 2022

Jul 19, 2022
BUY
$168.46 - $184.65 $20,215 - $22,158
120 New
120 $20,000

Others Institutions Holding GLD

# of Institutions
3,231
Shares Held
140M
Call Options Held
152M
Put Options Held
77.7M
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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