Spdr Gold Minishares Trust shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Spdr Gold Minishares Trust (GLDM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Spdr Gold Minishares Trust
Tip: Access up to 7 years of quarterly data
All positions including Spdr Gold Minishares 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 Minishares Trust by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 22k | 76.45 |
| 2025-06-30 | $1.4M | 22k | 65.52 |
| 2025-03-31 | $1.4M | 22k | 61.89 |
| 2024-12-31 | $1.1M | 22k | 51.99 |
| 2024-09-30 | $1.2M | 22k | 52.13 |
| 2024-06-30 | $1.0M | 22k | 46.09 |
| 2024-03-31 | $973k | 22k | 44.05 |
| 2023-12-31 | $903k | 22k | 40.91 |