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Disclosery

Cassia Capital Partners, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassia Capital Partners, LLC on GLD, newest first. How the timeline and the estimate are built.

Cassia Capital Partners, LLC held 45,753 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,753 shares
    Change vs previous 13F +799 shares

    8.17% of the 13F portfolio, value $16,854,552.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,954 shares
    Change vs previous 13F -266 shares

    9.95% of the 13F portfolio, value $19,343,184.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,220 shares
    Change vs previous 13F +9,490 shares

    9.7% of the 13F portfolio, value $17,921,187.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,730 shares
    Change vs previous 13F +1,424 shares

    6.93% of the 13F portfolio, value $12,701,068.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,306 shares
    Change vs previous 13F -4,024 shares

    6.29% of the 13F portfolio, value $10,457,605.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,330 shares
    Change vs previous 13F -833 shares

    6.89% of the 13F portfolio, value $11,044,434.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,163 shares
    Change vs previous 13F +3,733 shares

    6.05% of the 13F portfolio, value $9,482,432.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 35,430 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $8,611,663.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).