Copperleaf Capital’s SPDR Gold Trust GLD Stock Holding History

Copperleaf Capital’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
2025 Q2	–	Sell	-1,384	Closed	-$399K	–	115
2025 Q1	$399K	Hold	1,384	–	–	0.24%	79
2024 Q4	$335K	Hold	1,384	–	–	0.21%	77
2024 Q3	$336K	Hold	1,384	–	–	0.26%	77
2024 Q2	$298K	Hold	1,384	–	–	0.24%	78
2024 Q1	$285K	Buy	1,384 +1	+0.1%	+$192	0.25%	75
2023 Q4	$264K	Hold	1,383	–	–	0.27%	68
2023 Q3	$237K	Hold	1,383	–	–	0.26%	71
2023 Q2	$247K	Sell	1,383 -49	-3%	-$9K	0.23%	68
2023 Q1	$262K	Buy	1,432 +49	+4%	+$8.62K	0.26%	63
2022 Q4	$235K	Hold	1,383	–	–	0.27%	60
2022 Q3	$214K	Hold	1,383	–	–	0.23%	67
2022 Q2	$233K	Hold	1,383	–	–	0.24%	57
2022 Q1	$250K	Hold	1,383	–	–	0.22%	57
2021 Q4	$236K	Hold	1,383	–	–	0.2%	57
2021 Q3	$227K	Hold	1,383	–	–	0.22%	57
2021 Q2	$229K	Hold	1,383	–	–	0.22%	56
2021 Q1	$221K	Hold	1,383	–	–	0.24%	53
2020 Q4	$247K	Hold	1,383	–	–	0.21%	46
2020 Q3	$245K	Hold	1,383	–	–	0.24%	50
2020 Q2	$231K	Hold	1,383	–	–	0.24%	46
2020 Q1	$205K	Buy	+1,383	New	+$206K	0.25%	42

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Copperleaf Capital's GLD Position: Q2 2025 in Review

Copperleaf Capital sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 1,384 shares — an estimated $399K sold.

Copperleaf Capital first reported a position in GLD in Q1 2020 and held it in 21 quarters. The position peaked at $399K in Q1 2025. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Copperleaf Capital reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
Copperleaf Capital sold 1,384 SPDR Gold Trust shares in Q2 2025, an estimated $399K.
Copperleaf Capital first reported a position in SPDR Gold Trust in Q1 2020 and held it in 21 quarters.
Copperleaf Capital's SPDR Gold Trust position peaked at $399K in Q1 2025.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Copperleaf Capital's 13F filing for Q2 2025, filed 11 Aug 2025.