Heritage Wealth Partners LLC Sells 8,970 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Heritage Wealth Partners LLC lowered its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD) by 53.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,658 shares of the exchange traded fund’s stock after selling 8,970 shares during the quarter. SPDR Gold Shares accounts for about 2.3% of Heritage Wealth Partners LLC’s portfolio, making the stock its 15th largest position. Heritage Wealth Partners LLC’s holdings in SPDR Gold Shares were worth $1,854,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Thoroughbred Financial Services LLC boosted its holdings in shares of SPDR Gold Shares by 6.4% in the second quarter. Thoroughbred Financial Services LLC now owns 8,853 shares of the exchange traded fund’s stock valued at $1,903,000 after purchasing an additional 529 shares during the period. Envestnet Asset Management Inc. grew its position in shares of SPDR Gold Shares by 2.6% during the 2nd quarter. Envestnet Asset Management Inc. now owns 1,128,933 shares of the exchange traded fund’s stock worth $242,732,000 after buying an additional 28,683 shares in the last quarter. Inspire Advisors LLC raised its holdings in shares of SPDR Gold Shares by 12.8% in the second quarter. Inspire Advisors LLC now owns 2,351 shares of the exchange traded fund’s stock valued at $505,000 after acquiring an additional 266 shares in the last quarter. SilverOak Wealth Management LLC purchased a new stake in SPDR Gold Shares in the second quarter worth about $208,000. Finally, Hoge Financial Services LLC grew its holdings in SPDR Gold Shares by 6.6% during the 2nd quarter. Hoge Financial Services LLC now owns 1,170 shares of the exchange traded fund’s stock worth $252,000 after acquiring an additional 72 shares in the last quarter. 42.19% of the stock is owned by hedge funds and other institutional investors.

SPDR Gold Shares Trading Down 1.0 %

Shares of NYSEARCA:GLD traded down $2.47 during trading hours on Monday, hitting $245.74. The company’s stock had a trading volume of 8,427,021 shares, compared to its average volume of 6,649,572. The firm’s fifty day moving average price is $244.01 and its 200 day moving average price is $237.37. SPDR Gold Shares has a 52 week low of $183.78 and a 52 week high of $257.71.

SPDR Gold Shares Company Profile

SPDR Gold Trust (the Trust) is an investment trust. The investment objective of the Trust is for the Shares to reflect the performance of the price of gold bullion, less the Trust’s expenses. The Trust’s business activity is the investment of gold. The Trust creates and redeems Shares from time to time, but in one or more Baskets (a Basket equals a block of 100,000 Shares).