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

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 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. 3,031 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.
3,031 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.