SPDR GOLD TR

Ticker: GLD CUSIP: 78463V107 Class: GOLD SHS

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 805 Value ($000) $319 Avg Close — Range —
Q3 2025
Shares 1,135 Value ($000) $403 Avg Close — Range —
Q2 2025
Shares 674 Value ($000) $205 Avg Close — Range —