Number of Shares
34,306.00
Current Holdings Value*
$10.46 Mil
% of Portfolio
6.29%
Total Estimate Gain
$4.95 Mil
% of Total Estimate Gain
29.53%

Cassia Capital Partners, LLC's SPDR Gold Shares ETF Holding Summary

As of 2025-06-30, Cassia Capital Partners, LLC held 34,306.00 shares of SPDR Gold Shares ETF(GLD), totaling $10.46 Mil. This investment constitutes 6.29% of their stock portfolio, and Cassia Capital Partners, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2020Q4. And since then Cassia Capital Partners, LLC has made 8 purchases of GLD, at an average price of $178.24, for a total of 94,129.00 shares. In addition, there have been 10 sales at an average price of $186.19 for 59,823.00 shares. Based on historical transaction data and GLD's current price of $308.76, Cassia Capital Partners, LLC's estimated gain on his GLD holdings is $4.95 Mil, reflecting a 29.53% gain to date.

Cassia Capital Partners, LLC GLD ($308.76) Holding Chart

Cassia Capital Partners, LLC GLD ($308.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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