SEC 13F Intelligence

Heritage Wealth Partners, LLC / GLD

Heritage Wealth Partners, LLC’s Spdr Gold Tr Position

Does Heritage Wealth Partners, LLC own Spdr Gold Tr (GLD)? Yes — 27.7K shares worth $8M (+12.18% of its 13F portfolio) as of Q1 2025, up from 7.7K shares the prior filed quarter.

Position Value
$8M
Q1 2025
Shares
27.7K
% of Portfolio
+12.18%
Quarters Held
8
currently held

Position History GLD

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ3 ’23Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $8MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202527.7K$8M+12.18%
Q4 20247.7K$2M+2.33%
Q3 202416.6K$4M+4.75%
Q2 202411.6K$2M+3.61%
Q1 20249.9K$2M+3.86%
Q4 20239.9K$2M+3.86%
Q3 202310.1K$2M+3.71%
Q2 20239.5K$2M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Partners, LLC’s full portfolio or all institutional holders of GLD.