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HERITAGE OAK WEALTH ADVISORS LLC → GLD
HERITAGE OAK WEALTH ADVISORS LLC GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$4.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4M |
| Q4 2025 | $4.4M |
| Q1 2026 | $3M |
| Q2 2026 | $2.1M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 6.0K | — | — |
| Q2 2026 | $2.1M | 5.7K | — | — |
| Q1 2026 | $3M | 6.9K | — | — |
| Q4 2025 | $4.4M | 11.1K | — | — |
| Q3 2025 | $4M | 11.2K | — | — |