Castle Wealth Management
GLD icon

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
Q3 		$230K Hold
605
– – 0.07% 120
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% -$55.2K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Castle Wealth Management's GLD Position: Q3 2026 in Review

Castle Wealth Management held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 605 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #120.

Castle Wealth Management first reported a position in GLD in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.4M in Q2 2022. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Castle Wealth Management held 605 shares of SPDR Gold Trust worth $230K as of Q3 2026.
  • Castle Wealth Management left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.07% of Castle Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Castle Wealth Management first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 10 quarters since.
  • Castle Wealth Management's SPDR Gold Trust position peaked at $1.4M in Q2 2022.
  • 2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Castle Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.