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 |
|