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HCR Wealth Advisors GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
8
Latest value
$244K
Q3 2026
Peak value
$11.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.5M |
| Q4 2025 | $253K |
| Q1 2026 | $8.9M |
| Q1 2026 | $275K |
| Q2 2026 | $7.9M |
| Q2 2026 | $235K |
| Q3 2026 | $11.6M |
| Q3 2026 | $244K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $244K | 3.0K | — | — |
| Q3 2026 | $11.6M | 30.6K | — | — |
| Q2 2026 | $235K | 3.0K | — | — |
| Q2 2026 | $7.9M | 21.3K | — | — |
| Q1 2026 | $275K | 3.0K | — | — |
| Q1 2026 | $8.9M | 20.7K | — | — |
| Q4 2025 | $253K | 3.0K | — | — |
| Q4 2025 | $7.5M | 18.8K | — | — |
Other funds holding GLD
$4.1B
$3.8B
$3.4B
$3.3B