SPDR Gold Trust shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 18k | 354.79 |
| 2025-06-30 | $5.6M | 18k | 304.83 |
| 2025-03-31 | $5.1M | 18k | 288.14 |
| 2024-12-31 | $4.1M | 17k | 242.13 |
| 2024-09-30 | $4.0M | 16k | 243.06 |
| 2024-06-30 | $3.3M | 16k | 215.01 |
| 2024-03-31 | $3.2M | 16k | 205.72 |
| 2023-12-31 | $3.0M | 16k | 191.17 |
| 2023-09-30 | $2.6M | 15k | 171.45 |
| 2023-06-30 | $3.3M | 19k | 178.27 |
| 2023-03-31 | $3.7M | 20k | 183.22 |
| 2022-12-31 | $3.3M | 20k | 169.64 |
| 2022-09-30 | $3.1M | 20k | 154.65 |
| 2022-06-30 | $3.5M | 21k | 168.45 |
| 2022-03-31 | $3.7M | 21k | 180.65 |
| 2021-12-31 | $3.5M | 21k | 170.95 |
| 2021-09-30 | $3.9M | 24k | 164.22 |
| 2021-06-30 | $4.3M | 26k | 165.61 |
| 2021-03-31 | $4.4M | 28k | 159.96 |
| 2020-12-31 | $5.4M | 30k | 178.36 |
| 2020-09-30 | $2.6M | 15k | 177.34 |
| 2020-06-30 | $2.1M | 13k | 166.68 |
| 2020-03-31 | $1.8M | 12k | 148.08 |
| 2019-12-31 | $1.8M | 12k | 142.94 |
| 2019-09-30 | $1.6M | 11k | 139.07 |
| 2019-06-30 | $1.2M | 9.3k | 133.24 |
| 2019-03-31 | $1.1M | 86k | 12.65 |
| 2018-12-31 | $986k | 9.2k | 107.48 |
| 2018-09-30 | $947k | 9.2k | 103.49 |
| 2018-06-30 | $1.1M | 11k | 107.50 |
| 2018-03-31 | $1.2M | 11k | 114.77 |
| 2017-12-31 | $1.2M | 10k | 112.76 |
| 2017-09-30 | $1.2M | 11k | 111.29 |
| 2017-06-30 | $1.1M | 9.0k | 118.01 |
| 2017-03-31 | $1.1M | 9.1k | 118.69 |
| 2016-12-31 | $1.9M | 18k | 104.48 |