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
Tip: Access up to 7 years of quarterly data
All positions including SPDR Gold Trust held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR Gold Trust by Dougherty Wealth Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |