Castle Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Castle Wealth Management’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	$223K	Hold	605	–	–	0.07%	134
2026 Q1	$260K	Sell	605 -1,258	-68%	-$563K	0.08%	115
2025 Q4	$738K	Buy	1,863 +1,250	+204%	+$477K	0.24%	70
2025 Q3	$218K	Buy	+613	New	+$195K	0.07%	119
2024 Q4	–	Sell	-827	Closed	-$201K	–	119
2024 Q3	$201K	Buy	+827	New	+$189K	0.08%	119
2023 Q2	–	Sell	-4,959	Closed	-$909K	–	115
2023 Q1	$909K	Sell	4,959 -1,266	-20%	-$223K	0.7%	37
2022 Q4	$1.06M	Sell	6,225 -343	-5%	-$55.3K	0.66%	35
2022 Q3	$1.02M	Sell	6,568 -1,746	-21%	-$281K	0.62%	33
2022 Q2	$1.4M	Buy	+8,314	New	+$1.45M	0.82%	30

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Castle Wealth Management's GLD Position: Q2 2026 in Review

Castle Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 605 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #134.

Castle Wealth Management first reported a position in GLD in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.4M in Q2 2022. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Castle Wealth Management held 605 shares of SPDR Gold Trust worth $223K as of Q2 2026.
Castle Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.07% of Castle Wealth Management's portfolio in Q2 2026, its #134 holding.
Castle Wealth Management first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 9 quarters since.
Castle Wealth Management's SPDR Gold Trust position peaked at $1.4M in Q2 2022.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.