Cascade Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Cascade Investment Advisors’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	$215K	Sell	583 -175	-23%	-$72.5K	0.12%	109
2026 Q1	$326K	Sell	758 -35	-4%	-$15.7K	0.19%	102
2025 Q4	$314K	Buy	793 +115	+17%	+$43.9K	0.18%	103
2025 Q3	$241K	Buy	+678	New	+$216K	0.15%	107
2023 Q2	–	Sell	-265	Closed	-$48.6K	–	148
2023 Q1	$48.6K	Buy	+265	New	+$46.6K	0.04%	145
2022 Q3	–	Sell	-265	Closed	-$44.6K	–	147
2022 Q2	$44.6K	Hold	265	–	–	0.04%	153
2022 Q1	$47.9K	Hold	265	–	–	0.03%	165
2021 Q4	$45.3K	Hold	265	–	–	0.03%	170
2021 Q3	$43.5K	Hold	265	–	–	0.03%	165
2021 Q2	$43.9K	Sell	265 -25	-9%	-$4.25K	0.03%	167
2021 Q1	$46.4K	Sell	290 -10	-3%	-$1.68K	0.03%	165
2020 Q4	$53.5K	Sell	300 -22	-7%	-$3.87K	0.04%	154
2020 Q3	$57K	Hold	322	–	–	0.05%	144
2020 Q2	$53.9K	Buy	322 +222	+222%	+$35.8K	0.05%	136
2020 Q1	$14.8K	Hold	100	–	–	0.02%	187
2019 Q4	$14.3K	Hold	100	–	–	0.01%	207
2019 Q3	$13.9K	Hold	100	–	–	0.01%	211
2019 Q2	$13.3K	Hold	100	–	–	0.01%	200
2019 Q1	$12.2K	Hold	100	–	–	0.01%	192
2018 Q4	$12.1K	Buy	+100	New	+$11.6K	0.01%	187

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Cascade Investment Advisors's GLD Position: Q2 2026 in Review

Cascade Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 23% in Q2 2026, selling an estimated $72.5K and leaving 583 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #109.

Cascade Investment Advisors first reported a position in GLD in Q4 2018 and has held it in 20 quarters since. The position peaked at $326K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Cascade Investment Advisors held 583 shares of SPDR Gold Trust worth $215K as of Q2 2026.
Cascade Investment Advisors sold 175 SPDR Gold Trust shares in Q2 2026, an estimated $72.5K.
SPDR Gold Trust made up 0.12% of Cascade Investment Advisors's portfolio in Q2 2026, its #109 holding.
Cascade Investment Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 20 quarters since.
Cascade Investment Advisors's SPDR Gold Trust position peaked at $326K in Q1 2026.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.