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

Coppell Advisory Solutions’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 		– Sell
-1,739
Closed -$694K – 162
2025
Q4 		$694K Buy
1,739
+108
+7% +$41.2K 0.07% 216
2025
Q3 		$575K Buy
1,631
+22
+1% +$7.01K 0.06% 231
2025
Q2 		$485K Sell
1,609
-231
-13% -$69.9K 0.06% 245
2025
Q1 		$563K Sell
1,840
-309
-14% -$81.7K 0.08% 197
2024
Q4 		$517K Buy
2,149
+191
+10% +$46.9K 0.07% 167
2024
Q3 		$480K Buy
1,958
+116
+6% +$26.6K 0.07% 172
2024
Q2 		$396K Buy
+1,842
New +$398K 0.07% 174
2023
Q4 		$422K Buy
2,209
+721
+48% +$132K 0.08% 170
2023
Q3 		$252K Sell
1,488
-242
-14% -$43.3K 0.09% 148
2023
Q2 		$306K Sell
1,730
-167
-9% -$30.7K 0.09% 149
2023
Q1 		$349K Buy
1,897
+409
+27% +$72K 0.11% 143
2022
Q4 		$252K Buy
+1,488
New +$240K 0.09% 152
2020
Q4 		$424K Buy
+2,380
New +$419K 0.21% 107

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

Coppell Advisory Solutions's GLD Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 1,739 shares — an estimated $694K sold.

Coppell Advisory Solutions first reported a position in GLD in Q4 2020 and held it in 13 quarters. The position peaked at $694K in Q4 2025. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,739 SPDR Gold Trust shares in Q1 2026, an estimated $694K.
  • Coppell Advisory Solutions first reported a position in SPDR Gold Trust in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's SPDR Gold Trust position peaked at $694K in Q4 2025.
  • 3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.