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Coppell Advisory Solutions Corp’s SPDR Gold Trust GLD Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$399K Buy
+1,938
New +$372K 0.08% 169
2023
Q1 		$349K Buy
1,897
+409
+27% +$72K 0.11% 143
2022
Q4 		$252K Buy
+1,488
New +$240K 0.09% 152

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Coppell Advisory Solutions Corp's GLD Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in SPDR Gold Trust (GLD) in Q1 2024: 1,938 shares worth $399K. The stake represents 0.08% of the portfolio and ranks #169 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in GLD as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in GLD in Q4 2022 and has held it in 3 quarters since. 2,070 funds tracked by Wall St. Rank hold GLD as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,938 shares of SPDR Gold Trust worth $399K as of Q1 2024.
  • SPDR Gold Trust was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • SPDR Gold Trust made up 0.08% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #169 holding.
  • Coppell Advisory Solutions Corp first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 3 quarters since.
  • 2,070 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.