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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
100
Value
$36.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of GLD by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026100$36.8K<0.1%00.0%UnchangedHolders
Q1 2026100$43.0K<0.1%00.0%UnchangedHolders
Q4 2025100$39.6K<0.1%00.0%UnchangedHolders
Q3 2025100$35.5K<0.1%00.0%UnchangedHolders
Q2 2025100$30.5K<0.1%00.0%UnchangedHolders
Q1 2025100$28.8K<0.1%−25−20.0%ReducedHolders
Q4 2024125$30.3K<0.1%00.0%UnchangedHolders
Q3 2024125$30.4K<0.1%00.0%UnchangedHolders
Q2 2024125$26.9K<0.1%00.0%UnchangedHolders
Q1 2024125$25.7K<0.1%00.0%UnchangedHolders
Q4 2023125$23.9K<0.1%00.0%UnchangedHolders
Q3 2023125$21.4K<0.1%00.0%UnchangedHolders
Q2 2023125$22.3K<0.1%00.0%UnchangedHolders
Q1 2023125$22.9K<0.1%00.0%UnchangedHolders
Q4 2022125$21.2K<0.1%00.0%UnchangedHolders
Q3 2022125$19.0K<0.1%00.0%UnchangedHolders
Q2 2022125$21.0K<0.1%00.0%UnchangedHolders
Q1 2022125$23.0K<0.1%−10−7.4%ReducedHolders
Q4 2021135$23.0K<0.1%00.0%UnchangedHolders
Q3 2021135$22.0K<0.1%00.0%UnchangedHolders
Q2 2021135$22.0K<0.1%00.0%UnchangedHolders
Q1 2021135$22.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.