Dougherty Wealth Advisers LLC's ownership history for GLD

Dougherty Wealth Advisers LLC currently holds 100 shares with a market value of $39.6K. It started holding GLD on 2024-09-30. At its peak, it held 125 shares on 2024-09-30. Its highest holding value was $39.6K on 2025-12-31. At its lowest, it held 100 shares on 2025-03-31, with a value of $28.8K on 2025-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 0. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 25.