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Disclosery

HCR Wealth Advisors: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HCR Wealth Advisors on GLD, newest first. How the timeline and the estimate are built.

HCR Wealth Advisors held 21,345 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,345 shares
    Change vs previous 13F +682 shares

    0.7% of the 13F portfolio, value $7,863,071.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,663 shares
    Change vs previous 13F +1,847 shares

    0.92% of the 13F portfolio, value $8,891,082.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,816 shares
    Change vs previous 13F +540 shares

    0.74% of the 13F portfolio, value $7,456,968.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,276 shares
    Change vs previous 13F +58 shares

    0.67% of the 13F portfolio, value $6,484,142.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,218 shares
    Change vs previous 13F +442 shares

    0.65% of the 13F portfolio, value $5,553,392.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,776 shares
    Change vs previous 13F +926 shares

    0.67% of the 13F portfolio, value $5,121,976.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,850 shares
    Change vs previous 13F +455 shares

    0.51% of the 13F portfolio, value $4,079,890.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,395 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,984,968.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).