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Castleview Partners’s SPDR Gold Trust GLD Stock Holding History

Castleview Partners’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 		$560K Sell
1,520
-103
-6% -$42.7K 0.25% 102
2026
Q1 		$698K Buy
1,623
+87
+6% +$39K 0.36% 67
2025
Q4 		$609K Buy
1,536
+59
+4% +$22.5K 0.3% 73
2025
Q3 		$525K Sell
1,477
-199
-12% -$63.4K 0.29% 78
2025
Q2 		$511K Sell
1,676
-969
-37% -$293K 0.33% 72
2025
Q1 		$762K Sell
2,645
-12,005
-82% -$3.17M 0.52% 51
2024
Q4 		$3.6M Sell
14,650
-60
-0.4% -$14.7K 1.94% 4
2024
Q3 		$3.58M Buy
14,710
+302
+2% +$69.2K 2.06% 5
2024
Q2 		$3.1M Sell
14,408
-824
-5% -$178K 1.76% 5
2024
Q1 		$3.13M Buy
15,232
+368
+2% +$70.6K 1.75% 6
2023
Q4 		$2.84M Buy
14,864
+11,950
+410% +$2.19M 1.99% 5
2023
Q3 		$500K Sell
2,914
-867
-23% -$155K 0.46% 45
2023
Q2 		$674K Sell
3,781
-618
-14% -$114K 0.61% 27
2023
Q1 		$806K Buy
4,399
+199
+5% +$35K 0.71% 28
2022
Q4 		$712K Buy
4,200
+777
+23% +$125K 0.69% 27
2022
Q3 		$529K Buy
3,423
+612
+22% +$98.4K 0.51% 42
2022
Q2 		$97.7K Buy
2,811
+129
+5% +$22.5K 0.08% 218
2022
Q1 		$484K Sell
2,682
-437,540
-99% -$76.8M 0.3% 66
2021
Q4 		$2.58K Buy
+440,222
New +$73.9M 0.02% 248
2018
Q1 		$721K Buy
+5,729
New +$723K 0.6% 43

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Castleview Partners's GLD Position: Q2 2026 in Review

Castleview Partners reduced its SPDR Gold Trust (GLD) stake by 6.3% in Q2 2026, selling an estimated $42.7K and leaving 1,520 shares worth $560K. The position accounts for 0.25% of the portfolio, ranked #102.

Castleview Partners first reported a position in GLD in Q1 2018 and has held it in 20 quarters since. The position peaked at $3.6M in Q4 2024. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Castleview Partners held 1,520 shares of SPDR Gold Trust worth $560K as of Q2 2026.
  • Castleview Partners sold 103 SPDR Gold Trust shares in Q2 2026, an estimated $42.7K.
  • SPDR Gold Trust made up 0.25% of Castleview Partners's portfolio in Q2 2026, its #102 holding.
  • Castleview Partners first reported a position in SPDR Gold Trust in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's SPDR Gold Trust position peaked at $3.6M in Q4 2024.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.