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Cooper/Haims Advisors’s SPDR Gold Trust GLD Stock Holding History

Cooper/Haims Advisors’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
Q1 		$285K Buy
662
+15
+2% +$6.72K 0.13% 73
2025
Q4 		$256K Buy
+647
New +$247K 0.12% 77

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cooper/Haims Advisors's GLD Position: Q1 2026 in Review

Cooper/Haims Advisors increased its SPDR Gold Trust (GLD) stake by 2.3% in Q1 2026, buying an estimated $6.72K and bringing the position to 662 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #73.

Cooper/Haims Advisors first reported a position in GLD in Q4 2025 and has held it in 2 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Cooper/Haims Advisors held 662 shares of SPDR Gold Trust worth $285K as of Q1 2026.
  • Cooper/Haims Advisors bought 15 SPDR Gold Trust shares in Q1 2026, an estimated $6.72K.
  • SPDR Gold Trust made up 0.13% of Cooper/Haims Advisors's portfolio in Q1 2026, its #73 holding.
  • Cooper/Haims Advisors first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.