HC Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

HC Financial Advisors’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$183K	Buy	1,084 +300	+38%	+$52.4K	0.12%	79
2022 Q1	$142K	Sell	784 -535	-41%	-$93.9K	0.08%	90
2021 Q4	$225K	Buy	1,319 +113	+9%	+$19K	0.13%	80
2021 Q3	$198K	Hold	1,206	–	–	0.12%	79
2021 Q2	$200K	Hold	1,206	–	–	0.12%	80
2021 Q1	$193K	Hold	1,206	–	–	0.12%	77
2020 Q4	$215K	Hold	1,206	–	–	0.14%	72
2020 Q3	$214K	Buy	1,206 +35	+3%	+$6.29K	0.15%	70
2020 Q2	$196K	Buy	1,171 +281	+32%	+$45.3K	0.15%	67
2020 Q1	$132K	Buy	+890	New	+$133K	0.12%	73

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

HC Financial Advisors's GLD Position: Q2 2022 in Review

HC Financial Advisors increased its SPDR Gold Trust (GLD) stake by 38% in Q2 2022, buying an estimated $52.4K and bringing the position to 1,084 shares worth $183K. The position accounts for 0.12% of the portfolio, ranked #79.

HC Financial Advisors first reported a position in GLD in Q1 2020 and has held it in 10 quarters since. The position peaked at $225K in Q4 2021. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

HC Financial Advisors held 1,084 shares of SPDR Gold Trust worth $183K as of Q2 2022.
HC Financial Advisors bought 300 SPDR Gold Trust shares in Q2 2022, an estimated $52.4K.
SPDR Gold Trust made up 0.12% of HC Financial Advisors's portfolio in Q2 2022, its #79 holding.
HC Financial Advisors first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's SPDR Gold Trust position peaked at $225K in Q4 2021.
1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.