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SPDR Gold Trust shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR Gold Trust by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.2M 15k 215.01

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding SPDR Gold Trust

Bank of America Corporation
Susquehanna International
Twin Tree Management
Morgan Stanley
Belvedere Trading
Citadel Advisors
Citigroup
Wells Fargo & Company
Toronto-Dominion Bank
Leucadia National Corporation
BlueCrest Capital Management
Millennium Management
First Eagle Investment Management
Parallax Volatility Advisers
Goldman Sachs Group

View all funds holding SPDR Gold Trust