SPDR Gold Trust shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in SPDR Gold Trust
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All positions including SPDR Gold Trust held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR Gold Trust by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $8.0M | 28k | 288.14 |
| 2024-12-31 | $1.9M | 7.7k | 242.13 |
| 2024-09-30 | $4.0M | 17k | 243.06 |
| 2024-06-30 | $2.5M | 12k | 215.01 |
| 2024-03-31 | $1.9M | 9.9k | 191.17 |
| 2023-12-31 | $1.9M | 9.9k | 191.17 |
| 2023-09-30 | $1.7M | 10k | 171.45 |
| 2023-06-30 | $1.7M | 9.5k | 178.27 |