Castleview Partners’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Sell
1,676
-969
-37% -$295K 0.33% 72
2025
Q1
$762K Sell
2,645
-12,005
-82% -$3.46M 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% +$73.4K 2.06% 5
2024
Q2
$3.1M Sell
14,408
-824
-5% -$177K 1.76% 5
2024
Q1
$3.13M Buy
15,232
+368
+2% +$75.7K 1.75% 6
2023
Q4
$2.84M Buy
14,864
+11,950
+410% +$2.28M 1.99% 5
2023
Q3
$500K Sell
2,914
-867
-23% -$149K 0.46% 45
2023
Q2
$674K Sell
3,781
-618
-14% -$110K 0.61% 27
2023
Q1
$806K Buy
4,399
+199
+5% +$36.5K 0.71% 28
2022
Q4
$712K Buy
4,200
+777
+23% +$132K 0.69% 27
2022
Q3
$529K Buy
3,423
+612
+22% +$94.6K 0.51% 42
2022
Q2
$97.7K Buy
2,811
+129
+5% +$4.49K 0.08% 218
2022
Q1
$484K Sell
2,682
-437,540
-99% -$79M 0.3% 66
2021
Q4
$2.58K Buy
+440,222
New +$2.58K 0.02% 248
2018
Q1
$721K Buy
+5,729
New +$721K 0.6% 43