Castleview Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Castleview Partners’s Portfolio GLDM Stock Details GLDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,289	Closed	-$1.5M	–	175
2025 Q1	$1.5M	Buy	24,289 +5,118	+27%	+$291K	1.02%	19
2024 Q4	$1.01M	Buy	+19,171	New	+$1.01M	0.54%	42
2024 Q3	–	Sell	-2,196	Closed	-$101K	–	687
2024 Q2	$101K	Sell	2,196 -1,080	-33%	-$50K	0.06%	235
2024 Q1	$144K	Buy	3,276 +99	+3%	+$4.07K	0.08%	215
2023 Q4	$130K	Buy	+3,177	New	+$125K	0.09%	176
2023 Q3	–	Sell	-1	Closed	-$38	–	705
2023 Q2	$38	Buy	+1	New	+$39	﹤0.01%	684

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Castleview Partners's GLDM Position: Q2 2025 in Review

Castleview Partners sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2025, closing a stake of 24,289 shares — an estimated $1.5M sold.

Castleview Partners first reported a position in GLDM in Q2 2023 and held it in 6 quarters. The position peaked at $1.5M in Q1 2025. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

Castleview Partners reported no remaining SPDR Gold MiniShares Trust position as of Q2 2025 after selling out during the quarter.
Castleview Partners sold 24,289 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $1.5M.
Castleview Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and held it in 6 quarters.
Castleview Partners's SPDR Gold MiniShares Trust position peaked at $1.5M in Q1 2025.
701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Castleview Partners's 13F filing for Q2 2025, filed 16 Jul 2025.