Bernardo Wealth Planning LLC's ownership history for GLD

Bernardo Wealth Planning LLC currently holds 1.1K shares with a market value of $402.4K. It started holding GLD on 2024-09-30. At its peak, it held 1.1K shares on 2025-09-30. Its highest holding value was $402.4K on 2025-09-30. At its lowest, it held 1.0K shares on 2024-09-30, with a value of $255 on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 105. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 105.