SPDR Gold Trust shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36k | 100 | 355.47 |
| 2025-06-30 | $31k | 100 | 304.83 |
| 2025-03-31 | $29k | 100 | 288.14 |
| 2024-12-31 | $30k | 125 | 242.13 |
| 2024-09-30 | $30k | 125 | 243.06 |
| 2024-06-30 | $27k | 125 | 215.01 |
| 2024-03-31 | $26k | 125 | 205.72 |
| 2023-12-31 | $24k | 125 | 191.17 |
| 2023-09-30 | $21k | 125 | 171.45 |
| 2023-06-30 | $22k | 125 | 178.27 |
| 2023-03-31 | $23k | 125 | 183.22 |
| 2022-12-31 | $21k | 125 | 169.64 |
| 2022-09-30 | $19k | 125 | 152.00 |
| 2022-06-30 | $21k | 125 | 168.00 |
| 2022-03-31 | $23k | 125 | 184.00 |
| 2021-12-31 | $23k | 135 | 170.37 |
| 2021-09-30 | $22k | 135 | 162.96 |
| 2021-06-30 | $22k | 135 | 162.96 |
| 2021-03-31 | $22k | 135 | 162.96 |
| 2020-12-31 | $24k | 135 | 177.78 |
| 2020-09-30 | $24k | 135 | 177.78 |
| 2020-06-30 | $23k | 135 | 170.37 |
| 2020-03-31 | $20k | 135 | 148.15 |
| 2019-12-31 | $19k | 135 | 140.74 |
| 2019-09-30 | $19k | 135 | 140.74 |
| 2019-03-31 | $16k | 135 | 118.52 |
| 2018-12-31 | $17k | 135 | 125.93 |