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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Castle Wealth Management's GLD Position: Q1 2026 in Review

Castle Wealth Management reduced its SPDR Gold Trust (GLD) stake by 68% in Q1 2026, selling an estimated $563K and leaving 605 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #115.

Castle Wealth Management first reported a position in GLD in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.4M in Q2 2022. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Castle Wealth Management held 605 shares of SPDR Gold Trust worth $260K as of Q1 2026.
Castle Wealth Management sold 1,258 SPDR Gold Trust shares in Q1 2026, an estimated $563K.
SPDR Gold Trust made up 0.08% of Castle Wealth Management's portfolio in Q1 2026, its #115 holding.
Castle Wealth Management first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 8 quarters since.
Castle Wealth Management's SPDR Gold Trust position peaked at $1.4M in Q2 2022.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.