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Cooper Financial Group’s SPDR Gold Trust GLD Stock Holding History

Cooper Financial Group’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 		$1.08M Sell
2,938
-76
-3% -$31.5K 0.09% 162
2026
Q1 		$1.3M Buy
3,014
+392
+15% +$176K 0.13% 126
2025
Q4 		$1.04M Buy
2,622
+63
+2% +$24.1K 0.11% 136
2025
Q3 		$910K Sell
2,559
-60
-2% -$19.1K 0.1% 156
2025
Q2 		$798K Sell
2,619
-93
-3% -$28.2K 0.09% 171
2025
Q1 		$781K Buy
2,712
+223
+9% +$59K 0.1% 173
2024
Q4 		$603K Buy
2,489
+202
+9% +$49.6K 0.07% 211
2024
Q3 		$556K Buy
2,287
+20
+0.9% +$4.58K 0.07% 231
2024
Q2 		$487K Buy
2,267
+537
+31% +$116K 0.07% 224
2024
Q1 		$356K Buy
1,730
+3
+0.2% +$576 0.06% 260
2023
Q4 		$330K Buy
1,727
+11
+0.6% +$2.02K 0.06% 259
2023
Q3 		$294K Sell
1,716
-220
-11% -$39.3K 0.07% 259
2023
Q2 		$345K Buy
1,936
+472
+32% +$86.7K 0.09% 236
2023
Q1 		$268K Buy
1,464
+117
+9% +$20.6K 0.07% 258
2022
Q4 		$229K Sell
1,347
-64
-5% -$10.3K 0.07% 263
2022
Q3 		$218K Sell
1,411
-36
-2% -$5.79K 0.08% 238
2022
Q2 		$244K Sell
1,447
-117
-7% -$20.4K 0.09% 209
2022
Q1 		$283K Buy
+1,564
New +$274K 0.11% 184
2021
Q2 		– Sell
-1,807
Closed -$289K – 254
2021
Q1 		$289K Sell
1,807
-5,282
-75% -$888K 0.07% 189
2020
Q4 		$1.26M Buy
7,089
+5,450
+333% +$960K 0.26% 67
2020
Q3 		$290K Buy
+1,639
New +$295K 0.08% 158

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cooper Financial Group's GLD Position: Q2 2026 in Review

Cooper Financial Group reduced its SPDR Gold Trust (GLD) stake by 2.5% in Q2 2026, selling an estimated $31.5K and leaving 2,938 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #162.

Cooper Financial Group first reported a position in GLD in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.3M in Q1 2026. 1,285 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cooper Financial Group held 2,938 shares of SPDR Gold Trust worth $1.08M as of Q2 2026.
  • Cooper Financial Group sold 76 SPDR Gold Trust shares in Q2 2026, an estimated $31.5K.
  • SPDR Gold Trust made up 0.09% of Cooper Financial Group's portfolio in Q2 2026, its #162 holding.
  • Cooper Financial Group first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 21 quarters since.
  • Cooper Financial Group's SPDR Gold Trust position peaked at $1.3M in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.