CWM
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Copia Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Copia Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.12M Sell
13,528
-1,768
-12% -$539K 3.48% 5
2025
Q1 		$4.41M Buy
15,296
+713
+5% +$205K 4.08% 5
2024
Q4 		$3.53M Buy
+14,583
New +$3.53M 3.36% 7