Dougherty Wealth Advisers’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5K | Hold |
100
| – | – | 0.02% | 97 |
|
|
2025
Q1 | $28.8K | Sell |
100
-25
| -20% | -$7.2K | 0.02% | 97 |
|
|
2024
Q4 | $30.3K | Hold |
125
| – | – | 0.02% | 96 |
|
|
2024
Q3 | $30.4K | Hold |
125
| – | – | 0.02% | 91 |
|
|
2024
Q2 | $26.9K | Hold |
125
| – | – | 0.02% | 92 |
|
|
2024
Q1 | $25.7K | Hold |
125
| – | – | 0.02% | 94 |
|
|
2023
Q4 | $23.9K | Hold |
125
| – | – | 0.02% | 106 |
|
|
2023
Q3 | $21.4K | Hold |
125
| – | – | 0.02% | 105 |
|
|
2023
Q2 | $22.3K | Hold |
125
| – | – | 0.03% | 106 |
|
|
2023
Q1 | $22.9K | Hold |
125
| – | – | 0.03% | 109 |
|
|
2022
Q4 | $21.2K | Hold |
125
| – | – | 0.03% | 111 |
|
|
2022
Q3 | $19K | Hold |
125
| – | – | 0.04% | 109 |
|
|
2022
Q2 | $21K | Hold |
125
| – | – | 0.04% | 107 |
|
|
2022
Q1 | $23K | Sell |
125
-10
| -7% | -$1.84K | 0.03% | 111 |
|
|
2021
Q4 | $23K | Hold |
135
| – | – | 0.03% | 119 |
|
|
2021
Q3 | $22K | Hold |
135
| – | – | 0.03% | 120 |
|
|
2021
Q2 | $22K | Hold |
135
| – | – | 0.03% | 117 |
|
|
2021
Q1 | $22K | Hold |
135
| – | – | 0.03% | 116 |
|
|
2020
Q4 | $24K | Hold |
135
| – | – | 0.04% | 125 |
|
|
2020
Q3 | $24K | Hold |
135
| – | – | 0.08% | 126 |
|
|
2020
Q2 | $23K | Hold |
135
| – | – | 0.08% | 132 |
|
|
2020
Q1 | $20K | Hold |
135
| – | – | 0.08% | 134 |
|
|
2019
Q4 | $19K | Hold |
135
| – | – | 0.06% | 151 |
|
|
2019
Q3 | $19K | Buy |
+135
| New | +$19K | 0.06% | 152 |
|
|
2019
Q2 | – | Sell |
-135
| Closed | -$16K | – | 250 |
|
|
2019
Q1 | $16K | Hold |
135
| – | – | 0.05% | 160 |
|
|
2018
Q4 | $17K | Buy |
+135
| New | +$17K | 0.06% | 167 |
|