Heritage Financial Services »

SPDR Gold Trust shares owned by Heritage Financial Services

Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including SPDR Gold Trust held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Gold Trust by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $635k 1.8k 355.47
2022-06-30 $20k 120 166.67

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding SPDR Gold Trust

Jane Street
Citadel Advisors
Susquehanna International
Castle Hook Partners
Jain Global
UBS Group
Morgan Stanley
BlackRock
Leucadia National Corporation
Wolverine Trading
Goldman Sachs Group
Parallax Volatility Advisers
Wells Fargo & Company
Twin Tree Management
LPL Financial

View all funds holding SPDR Gold Trust