Ownership history in HEADINVEST, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which HEADINVEST, LLC reported a position in SPDR Gold Trust (GLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HEADINVEST, LLC outperformed the S&P 500 by +10.1% annually on this GLD position. Timing score: 80% (16/20 decisions correct). Average cost basis: $252.03. Maximum drawdown during holding period: β14.4%.
π₯ Exceptional β beat the S&P 500 by 10.1% per year on this position.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
16 of 20 add/trim decisions correct
Best entry: $112.37 (2015 Q2) Β· Worst: $396.31 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
19 adds Β· 2 trims. Bought during 5 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π HEADINVEST, LLC has been actively increasing its GLD allocation β a bullish signal from insiders.
Currently 1.56% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size