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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
2,791
Value
$1.03M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of GLD by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,791$1.03M<0.1%+523+23.1%AddedHolders
Q1 20262,268$975.9K<0.1%+764+50.8%AddedHolders
Q4 20251,504$596.0K<0.1%00.0%UnchangedHolders
Q3 20251,504$534.6K<0.1%00.0%UnchangedHolders
Q2 20251,504$458.5K<0.1%−1,525−50.3%ReducedHolders
Q1 20253,029$872.8K<0.1%00.0%UnchangedHolders
Q4 20243,029$733.5K<0.1%−78−2.5%ReducedHolders
Q3 20243,107$755.2K<0.1%+1,605+106.9%AddedHolders
Q2 20241,502$323.0K<0.1%+1,196+390.8%AddedHolders
Q1 2024306$62.9K<0.1%−778−71.8%ReducedHolders
Q4 20231,084$207.2K<0.1%+782+258.9%AddedHolders
Q3 2023302$51.8K<0.1%00.0%UnchangedHolders
Q2 2023302$53.8K<0.1%00.0%UnchangedHolders
Q1 2023302$55.3K<0.1%00.0%UnchangedHolders
Q4 2022302$51.2K<0.1%00.0%UnchangedHolders
Q3 2022302$46.7K<0.1%00.0%UnchangedHolders
Q2 2022302$51.0K<0.1%00.0%UnchangedHolders
Q1 2022302$55.0K<0.1%00.0%UnchangedHolders
Q4 2021302$52.0K<0.1%00.0%UnchangedHolders
Q3 2021302$49.6K<0.1%00.0%UnchangedHolders
Q2 2021302$50.0K<0.1%00.0%UnchangedHolders
Q1 2021302$48.3K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.