Guild Investment Management, Inc.

RIA/Wealth

Guild Investment Management, Inc. is a RIA/Wealth based in Westlake Village, CA led by Jr. Montague Guild, reporting $151.9M in AUM as of Q3 2025 with 41% ETF concentration and 58% concentrated in top 10 holdings.

FounderJr. Montague Guild

Portfolio Value: $126.0M
Positions: 50
Top Holding: PHYS at 8.56%
Last Reported: Q3 2025

Address31225 La Baya Drive, Suite 214, Westlake Village, CA, 91362, United States

Top Holdings

Largest long holdings in Guild Investment Management, Inc.'s portfolio (57.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 PHYS Sprott Physical Gold Trust PHYS	Unknown Unknown	$10.8M	8.56%	+$21.3K Bought	— 364.2K shares	Q4 2022 Held for 2y 11m
2 Global X 1-3 Month T-Bill CLIP	ETF ETF	$10.5M	8.33%	+$2.6M Bought	— 104.5K shares	Q4 2024 Held for 11 months
3 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$10.0M	7.98%	+$2.3M Bought	— 109.5K shares	Q4 2023 Held for 1y 11m
4 Nvidia NVDA	Semiconductors Technology	$9.2M	7.27%	-$42.5K Sold	0.00% 49.1K shares	Q2 2023 Held for 2y 5m
5 Dell Technologies DELL	Computer Hardware Technology	$6.2M	4.90%	+$39.8K Bought	0.01% 43.6K shares	Q3 2024 Held for 1y 2m
6 GBTC Grayscale Bitcoin Trust GBTC	Unknown Unknown	$6.0M	4.77%	-$32.8K Sold	— 66.9K shares	Q1 2024 Held for 1y 8m
7 OUNZ VanEck Merk Gold Trust OUNZ	Unknown Unknown	$5.3M	4.23%	+$32.4K Bought	— 143.3K shares	Q3 2023 Held for 2y 2m
8 Invesco S&P 500 Equal Weight Energy RSPG	ETF ETF	$5.2M	4.14%	+$5.2M New	— 65.6K shares	Q3 2025 Held for 2 months
9 VanEck India Growth Leaders GLIN	ETF ETF	$4.7M	3.71%	+$94.1K Bought	— 104.8K shares	Q2 2023 Held for 2y 5m
10 VanEck Gold Miners GDX	ETF ETF	$4.6M	3.68%	+$319.7K Bought	— 60.6K shares	Q4 2018 Held for 6y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Guild Investment Management, Inc.'s latest filing

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GthenC

Market Value

$126.0M

Prior: $115.1M

Q/Q Change

+9.43%

+$10.9M

Net Flows % of MV

-1.22%

Turnover Ratio

15.3%

New Purchases

7 stocks

$8.2M

Added To

18 stocks

+$9.2M

Sold Out Of

7 stocks

$16.8M

Reduced Holdings

8 stocks

-$2.1M

Increased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Equal Weight Energy RSPG	New	0 → 65.6K +$5.2M
2 USA Rare Earth, Inc. Class A Common Stock USAR	New	0 → 62.8K +$1.1M
3 DEFT Defi Technologies, Inc. DEFT	New	0 → 450.6K +$950.7K
4 Fidelity Blue Chip Growth FBCG	New	0 → 5.7K +$305.9K
5 NEOS S&P 500 High Income SPYI	New	0 → 5.4K +$284.5K

Decreased Positions

Position	Shares Δ	Change
1 Innovator U.S. Equity Power Buffer ETF PFEB	Sold	124.3K → 0 −$4.7M
2 Merck & Co. MRK	Sold	39.8K → 0 −$3.2M
3 NVO Novo Nordisk NVO	Sold	37.0K → 0 −$2.6M
4 Eli Lilly LLY	Sold	3.2K → 0 −$2.5M
5 Builders FirstSource BLDR	Sold	19.9K → 0 −$2.3M