Back to GLD
Heritage Family Offices, LLP → GLD
Heritage Family Offices, LLP GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $342K |
| Q1 2026 | $2.6M |
| Q2 2026 | $3.3M |
| Q3 2026 | $9K |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 49.8K | — | — |
| Q3 2026 | $9K | 23 | — | — |
| Q2 2026 | $3.3M | 41.8K | — | — |
| Q1 2026 | $2.6M | 28.0K | — | — |
| Q4 2025 | $342K | 4.0K | — | — |