Heritage Wealth Partners, LLC
- SEC CIK
- 0001963794
- Latest filing
- May 14, 2025
GLD holding history
SPDR Gold Trust in every 13F filed by Heritage Wealth Partners, LLC, 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 Q1 2025 holdings
- Shares (Q1 2025)
- 27,733
- Value
- $7.99M
- % of portfolio
- 12.2%
- Quarters held
- 8
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 27,733 | $7.99M | 12.2% | +20,075+262.1% | Added | Holders |
| Q4 2024 | 7,658 | $1.85M | 2.3% | −8,970−53.9% | Reduced | Holders |
| Q3 2024 | 16,628 | $4.04M | 4.8% | +5,053+43.7% | Added | Holders |
| Q2 2024 | 11,575 | $2.49M | 3.6% | +1,681+17.0% | Added | Holders |
| Q1 2024 | 9,894 | $1.89M | 3.9% | 00.0% | Unchanged | Holders |
| Q4 2023 | 9,894 | $1.89M | 3.9% | −247−2.4% | Reduced | Holders |
| Q3 2023 | 10,141 | $1.74M | 3.7% | +627+6.6% | Added | Holders |
| Q2 2023 | 9,514 | $1.70M | 1.0% | +9,514 | New | Holders |