Cascade Financial Partners, LLC's ownership history for GLD

Cascade Financial Partners, LLC currently holds 5.1K shares with a market value of $1.8M. It started holding GLD on 2024-09-30. At its peak, it held 5.7K shares on 2024-09-30. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 4.2K shares on 2024-12-31, with a value of $1.0M on 2024-12-31. In the recent 180 days, Cascade Financial Partners, LLC has increased its shares by 847. In the recent year, Cascade Financial Partners, LLC has decreased its shares by 689.