Heritage Wealth Partners, LLC GLD Holdings History
Heritage Wealth Partners, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Heritage Wealth Partners, LLC held 27,733.00 shares of SPDR Gold Shares ETF(GLD), totaling $7.99 Mil. This investment constitutes 12.18% of their stock portfolio, and Heritage Wealth Partners, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2023Q2. And since then Heritage Wealth Partners, LLC has made 5 purchases of GLD, at an average price of $235.18, for a total of 36,950.00 shares. In addition, there have been 2 sales at an average price of $244.07 for 9,217.00 shares. Based on historical transaction data and GLD's current price of $310.42, Heritage Wealth Partners, LLC's estimated gain on his GLD holdings is $2.17 Mil, reflecting a 24.96% gain to date.
Heritage Wealth Partners, LLC GLD ($310.42) Holding Chart
Heritage Wealth Partners, LLC GLD ($310.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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