HCR Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
18,218
+442
| +2% | +$135K | 0.65% | 24 |
|
|
2025
Q1 | $5.12M | Buy |
17,776
+926
| +5% | +$267K | 0.67% | 23 |
|
|
2024
Q4 | $4.08M | Buy |
16,850
+455
| +3% | +$110K | 0.51% | 30 |
|
|
2024
Q3 | $3.98M | Buy |
16,395
+897
| +6% | +$218K | 0.52% | 31 |
|
|
2024
Q2 | $3.33M | Sell |
15,498
-63
| -0.4% | -$13.5K | 0.48% | 34 |
|
|
2024
Q1 | $3.2M | Sell |
15,561
-15
| -0.1% | -$3.09K | 0.49% | 35 |
|
|
2023
Q4 | $2.98M | Buy |
15,576
+280
| +2% | +$53.5K | 0.47% | 36 |
|
|
2023
Q3 | $2.62M | Sell |
15,296
-3,317
| -18% | -$569K | 0.58% | 31 |
|
|
2023
Q2 | $3.32M | Sell |
18,613
-1,435
| -7% | -$256K | 0.61% | 31 |
|
|
2023
Q1 | $3.67M | Buy |
20,048
+485
| +2% | +$88.9K | 0.73% | 27 |
|
|
2022
Q4 | $3.32M | Sell |
19,563
-269
| -1% | -$45.6K | 0.7% | 29 |
|
|
2022
Q3 | $3.07M | Sell |
19,832
-839
| -4% | -$130K | 0.65% | 30 |
|
|
2022
Q2 | $3.48M | Buy |
20,671
+79
| +0.4% | +$13.3K | 0.7% | 29 |
|
|
2022
Q1 | $3.72M | Sell |
20,592
-168
| -0.8% | -$30.4K | 0.61% | 33 |
|
|
2021
Q4 | $3.55M | Sell |
20,760
-3,195
| -13% | -$546K | 0.55% | 38 |
|
|
2021
Q3 | $3.93M | Sell |
23,955
-2,100
| -8% | -$345K | 0.66% | 26 |
|
|
2021
Q2 | $4.32M | Sell |
26,055
-1,565
| -6% | -$259K | 0.75% | 21 |
|
|
2021
Q1 | $4.42M | Sell |
27,620
-2,746
| -9% | -$439K | 0.87% | 20 |
|
|
2020
Q4 | $5.42M | Buy |
30,366
+15,575
| +105% | +$2.78M | 1.13% | 14 |
|
|
2020
Q3 | $2.62M | Buy |
14,791
+1,928
| +15% | +$342K | 0.6% | 29 |
|
|
2020
Q2 | $2.14M | Buy |
12,863
+518
| +4% | +$86.3K | 0.5% | 30 |
|
|
2020
Q1 | $1.83M | Buy |
12,345
+25
| +0.2% | +$3.7K | 0.52% | 31 |
|
|
2019
Q4 | $1.76M | Buy |
12,320
+1,031
| +9% | +$147K | 0.43% | 44 |
|
|
2019
Q3 | $1.57M | Buy |
11,289
+1,990
| +21% | +$277K | 0.52% | 42 |
|
|
2019
Q2 | $1.24M | Sell |
9,299
-76,970
| -89% | -$10.3M | 0.35% | 55 |
|
|
2019
Q1 | $1.09M | Buy |
86,269
+77,095
| +840% | +$975K | 0.31% | 67 |
|
|
2018
Q4 | $986K | Buy |
9,174
+23
| +0.3% | +$2.47K | 0.32% | 68 |
|
|
2018
Q3 | $947K | Sell |
9,151
-1,454
| -14% | -$150K | 0.31% | 76 |
|
|
2018
Q2 | $1.14M | Sell |
10,605
-182
| -2% | -$19.6K | 0.37% | 66 |
|
|
2018
Q1 | $1.24M | Buy |
10,787
+393
| +4% | +$45.1K | 0.43% | 55 |
|
|
2017
Q4 | $1.17M | Sell |
10,394
-83
| -0.8% | -$9.36K | 0.41% | 56 |
|
|
2017
Q3 | $1.17M | Buy |
10,477
+1,444
| +16% | +$161K | 0.49% | 49 |
|
|
2017
Q2 | $1.07M | Sell |
9,033
-100
| -1% | -$11.8K | 0.53% | 47 |
|
|
2017
Q1 | $1.08M | Sell |
9,133
-8,593
| -48% | -$1.02M | 0.56% | 42 |
|
|
2016
Q4 | $1.85M | Buy |
+17,726
| New | +$1.85M | 0.98% | 28 |
|