Cascade Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Cascade Financial Partners’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Buy	4,936 +18	+0.4%	+$7.46K	0.16%	91
2026 Q1	$2.12M	Buy	4,918 +20	+0.4%	+$8.96K	0.22%	78
2025 Q4	$1.94M	Sell	4,898 -153	-3%	-$58.4K	0.2%	83
2025 Q3	$1.8M	Buy	5,051 +760	+18%	+$242K	0.21%	86
2025 Q2	$1.31M	Buy	4,291 +87	+2%	+$26.3K	0.16%	95
2025 Q1	$1.21M	Buy	4,204 +15	+0.4%	+$3.97K	0.15%	99
2024 Q4	$1.01M	Sell	4,189 -1,551	-27%	-$381K	0.13%	98
2024 Q3	$1.46M	Sell	5,740 -50	-0.9%	-$11.4K	0.18%	80
2024 Q2	$1.24M	Sell	5,790 -17	-0.3%	-$3.68K	0.16%	84
2024 Q1	$1.26M	Buy	+5,807	New	+$1.11M	0.18%	82

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cascade Financial Partners's GLD Position: Q2 2026 in Review

Cascade Financial Partners increased its SPDR Gold Trust (GLD) stake by 0.37% in Q2 2026, buying an estimated $7.46K and bringing the position to 4,936 shares worth $1.82M. The position accounts for 0.16% of the portfolio, ranked #91.

Cascade Financial Partners first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.12M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Cascade Financial Partners held 4,936 shares of SPDR Gold Trust worth $1.82M as of Q2 2026.
Cascade Financial Partners bought 18 SPDR Gold Trust shares in Q2 2026, an estimated $7.46K.
SPDR Gold Trust made up 0.16% of Cascade Financial Partners's portfolio in Q2 2026, its #91 holding.
Cascade Financial Partners first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's SPDR Gold Trust position peaked at $2.12M in Q1 2026.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.