HWA
GLD icon

HCR Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

HCR Wealth 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
2026
Q2 		$7.86M Buy
21,345
+682
+3% +$283K 0.7% 26
2026
Q1 		$8.89M Buy
20,663
+1,847
+10% +$827K 0.92% 20
2025
Q4 		$7.46M Buy
18,816
+540
+3% +$206K 0.74% 22
2025
Q3 		$6.48M Buy
18,276
+58
+0.3% +$18.5K 0.67% 24
2025
Q2 		$5.55M Buy
18,218
+442
+2% +$134K 0.65% 24
2025
Q1 		$5.12M Buy
17,776
+926
+5% +$245K 0.67% 23
2024
Q4 		$4.08M Buy
16,850
+455
+3% +$112K 0.51% 30
2024
Q3 		$3.98M Buy
16,395
+897
+6% +$205K 0.52% 31
2024
Q2 		$3.33M Sell
15,498
-63
-0.4% -$13.6K 0.48% 34
2024
Q1 		$3.2M Sell
15,561
-15
-0.1% -$2.88K 0.49% 35
2023
Q4 		$2.98M Buy
15,576
+280
+2% +$51.3K 0.47% 36
2023
Q3 		$2.62M Sell
15,296
-3,317
-18% -$593K 0.58% 31
2023
Q2 		$3.32M Sell
18,613
-1,435
-7% -$264K 0.61% 31
2023
Q1 		$3.67M Buy
20,048
+485
+2% +$85.3K 0.73% 27
2022
Q4 		$3.32M Sell
19,563
-269
-1% -$43.3K 0.7% 29
2022
Q3 		$3.07M Sell
19,832
-839
-4% -$135K 0.65% 30
2022
Q2 		$3.48M Buy
20,671
+79
+0.4% +$13.8K 0.7% 29
2022
Q1 		$3.72M Sell
20,592
-168
-0.8% -$29.5K 0.61% 33
2021
Q4 		$3.55M Sell
20,760
-3,195
-13% -$536K 0.55% 38
2021
Q3 		$3.93M Sell
23,955
-2,100
-8% -$352K 0.66% 26
2021
Q2 		$4.32M Sell
26,055
-1,565
-6% -$266K 0.75% 21
2021
Q1 		$4.42M Sell
27,620
-2,746
-9% -$461K 0.87% 20
2020
Q4 		$5.42M Buy
30,366
+15,575
+105% +$2.74M 1.13% 14
2020
Q3 		$2.62M Buy
14,791
+1,928
+15% +$346K 0.6% 29
2020
Q2 		$2.14M Buy
12,863
+518
+4% +$83.5K 0.5% 30
2020
Q1 		$1.83M Buy
12,345
+25
+0.2% +$3.72K 0.52% 31
2019
Q4 		$1.76M Buy
12,320
+1,031
+9% +$144K 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% -$9.51M 0.35% 55
2019
Q1 		$1.09M Buy
86,269
+77,095
+840% +$9.5M 0.31% 67
2018
Q4 		$986K Buy
9,174
+23
+0.3% +$2.67K 0.32% 68
2018
Q3 		$947K Sell
9,151
-1,454
-14% -$167K 0.31% 76
2018
Q2 		$1.14M Sell
10,605
-182
-2% -$22.5K 0.37% 66
2018
Q1 		$1.24M Buy
10,787
+393
+4% +$49.6K 0.43% 55
2017
Q4 		$1.17M Sell
10,394
-83
-0.8% -$10.1K 0.41% 56
2017
Q3 		$1.17M Buy
10,477
+1,444
+16% +$176K 0.49% 49
2017
Q2 		$1.07M Sell
9,033
-100
-1% -$12K 0.53% 47
2017
Q1 		$1.08M Sell
9,133
-8,593
-48% -$999K 0.56% 42
2016
Q4 		$1.85M Buy
+17,726
New +$2.06M 0.98% 28

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

HCR Wealth Advisors's GLD Position: Q2 2026 in Review

HCR Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 3.3% in Q2 2026, buying an estimated $283K and bringing the position to 21,345 shares worth $7.86M. The position accounts for 0.7% of the portfolio, ranked #26.

HCR Wealth Advisors first reported a position in GLD in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.89M in Q1 2026. 629 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • HCR Wealth Advisors held 21,345 shares of SPDR Gold Trust worth $7.86M as of Q2 2026.
  • HCR Wealth Advisors bought 682 SPDR Gold Trust shares in Q2 2026, an estimated $283K.
  • SPDR Gold Trust made up 0.7% of HCR Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • HCR Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's SPDR Gold Trust position peaked at $8.89M in Q1 2026.
  • 629 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.