Cascade Financial Partners’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
$1.31M Buy
4,291
+87
+2% +$26.5K 0.16% 95
2025
Q1
$1.21M Buy
4,204
+15
+0.4% +$4.32K 0.15% 99
2024
Q4
$1.01M Sell
4,189
-1,551
-27% -$376K 0.13% 98
2024
Q3
$1.46M Sell
5,740
-50
-0.9% -$12.7K 0.18% 80
2024
Q2
$1.24M Sell
5,790
-17
-0.3% -$3.66K 0.16% 84
2024
Q1
$1.26M Buy
+5,807
New +$1.26M 0.18% 82