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Cascade Financial Partners, LLC

SEC CIK
0002021208
Latest filing
Aug 4, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Cascade Financial Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
4,936
Value
$1.82M
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of GLD by Cascade Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,936$1.82M0.2%+18+0.4%AddedHolders
Q1 20264,918$2.12M0.2%+20+0.4%AddedHolders
Q4 20254,898$1.94M0.2%−153−3.0%ReducedHolders
Q3 20255,051$1.80M0.2%+760+17.7%AddedHolders
Q2 20254,291$1.31M0.2%+87+2.1%AddedHolders
Q1 20254,204$1.21M0.2%+15+0.4%AddedHolders
Q4 20244,189$1.01M0.1%−1,551−27.0%ReducedHolders
Q3 20245,740$1.46M0.2%−50−0.9%ReducedHolders
Q2 20245,790$1.24M0.2%−17−0.3%ReducedHolders
Q1 20245,807$1.26M0.2%–No prior filingHolders