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

Copley 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 		$1.58M Buy
4,281
+3,550
+486% +$1.47M 0.95% 20
2026
Q1 		$315K Buy
731
+49
+7% +$21.9K 0.19% 93
2025
Q4 		$270K Sell
682
-62
-8% -$23.7K 0.17% 98
2025
Q3 		$264K Buy
+744
New +$237K 0.18% 93
2024
Q4 		– Sell
-292
Closed -$71K – 147
2024
Q3 		$71K Buy
+292
New +$66.9K 0.06% 102

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Copley Financial Group increased its SPDR Gold Trust (GLD) stake by 486% in Q2 2026, buying an estimated $1.47M and bringing the position to 4,281 shares worth $1.58M. The position accounts for 0.95% of the portfolio, ranked #20.

Copley Financial Group first reported a position in GLD in Q3 2024 and has held it in 5 quarters since. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Copley Financial Group held 4,281 shares of SPDR Gold Trust worth $1.58M as of Q2 2026.
  • Copley Financial Group bought 3,550 SPDR Gold Trust shares in Q2 2026, an estimated $1.47M.
  • SPDR Gold Trust made up 0.95% of Copley Financial Group's portfolio in Q2 2026, its #20 holding.
  • Copley Financial Group first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 5 quarters since.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.