Cascade Wealth Advisors
GLD icon

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

Cascade Wealth 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
Q3 		$369K Buy
+990
New +$387K 0.15% 53

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First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cascade Wealth Advisors's GLD Position: Q3 2026 in Review

Cascade Wealth Advisors opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 990 shares worth $369K. The stake represents 0.15% of the portfolio and ranks #53 among its holdings.

2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Cascade Wealth Advisors held 990 shares of SPDR Gold Trust worth $369K as of Q3 2026.
  • SPDR Gold Trust was a new Cascade Wealth Advisors position in Q3 2026.
  • SPDR Gold Trust made up 0.15% of Cascade Wealth Advisors's portfolio in Q3 2026, its #53 holding.
  • 2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.