SPDR Gold Trust shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage 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 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR Gold Trust by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $734k | 3.0k | 242.14 |
| 2024-09-30 | $755k | 3.1k | 243.07 |
| 2024-06-30 | $323k | 1.5k | 215.04 |
| 2024-03-31 | $56M | 108k | 523.07 |
| 2023-12-31 | $602k | 14k | 44.25 |
| 2023-09-30 | $52k | 302 | 171.45 |
| 2023-06-30 | $54k | 302 | 178.27 |
| 2023-03-31 | $55k | 302 | 183.22 |
| 2022-12-31 | $51k | 302 | 169.64 |
| 2022-09-30 | $47k | 302 | 155.63 |
| 2022-06-30 | $51k | 302 | 168.87 |
| 2022-03-31 | $55k | 302 | 182.12 |
| 2021-12-31 | $52k | 302 | 170.96 |
| 2021-09-30 | $50k | 302 | 164.22 |
| 2021-06-30 | $50k | 302 | 165.63 |
| 2021-03-31 | $48k | 302 | 159.96 |
| 2020-12-31 | $54k | 302 | 178.81 |
| 2020-09-30 | $54k | 302 | 177.12 |
| 2020-06-30 | $25k | 605 | 41.32 |
| 2020-03-31 | $22k | 150 | 148.05 |
| 2019-12-31 | $21k | 150 | 142.90 |
| 2019-09-30 | $20k | 150 | 133.33 |
| 2019-06-30 | $20k | 150 | 133.20 |
| 2019-03-31 | $18k | 150 | 122.01 |
| 2018-12-31 | $18k | 150 | 120.00 |
| 2018-09-30 | $16k | 150 | 106.67 |