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Cassady Wealth & Retirement Planning’s SPDR Gold Trust GLD Stock Holding History

Cassady Wealth & Retirement Planning’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 		$397K Sell
1,078
-53
-5% -$22K 0.18% 75
2026
Q1 		$479K Hold
1,131
– – 0.25% 68
2025
Q4 		$448K Buy
+1,131
New +$432K 0.29% 67

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cassady Wealth & Retirement Planning's GLD Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its SPDR Gold Trust (GLD) stake by 4.7% in Q2 2026, selling an estimated $22K and leaving 1,078 shares worth $397K. The position accounts for 0.18% of the portfolio, ranked #75.

Cassady Wealth & Retirement Planning first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $479K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 1,078 shares of SPDR Gold Trust worth $397K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 53 SPDR Gold Trust shares in Q2 2026, an estimated $22K.
  • SPDR Gold Trust made up 0.18% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #75 holding.
  • Cassady Wealth & Retirement Planning first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's SPDR Gold Trust position peaked at $479K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.