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

Copia Wealth Management’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	$4.43M	Sell	12,030 -308	-2%	-$128K	2.66%	8
2026 Q1	$5.31M	Sell	12,338 -902	-7%	-$404K	3.65%	3
2025 Q4	$5.25M	Sell	13,240 -415	-3%	-$158K	3.75%	4
2025 Q3	$4.85M	Buy	13,655 +127	+0.9%	+$40.5K	3.61%	4
2025 Q2	$4.12M	Sell	13,528 -1,768	-12%	-$535K	3.48%	5
2025 Q1	$4.41M	Buy	15,296 +713	+5%	+$189K	4.08%	5
2024 Q4	$3.53M	Buy	+14,583	New	+$3.58M	3.36%	7

Other funds holding GLD

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Copia Wealth Management's GLD Position: Q2 2026 in Review

Copia Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.5% in Q2 2026, selling an estimated $128K and leaving 12,030 shares worth $4.43M. The position accounts for 2.66% of the portfolio, ranked #8.

Copia Wealth Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.31M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Copia Wealth Management held 12,030 shares of SPDR Gold Trust worth $4.43M as of Q2 2026.
Copia Wealth Management sold 308 SPDR Gold Trust shares in Q2 2026, an estimated $128K.
SPDR Gold Trust made up 2.66% of Copia Wealth Management's portfolio in Q2 2026, its #8 holding.
Copia Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's SPDR Gold Trust position peaked at $5.31M in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.