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Copperwynd Financial’s SPDR Gold Trust GLD Stock Holding History

Copperwynd Financial’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 		$950K Sell
3,118
-107
-3% -$32.4K 0.24% 83
2025
Q1 		$929K Buy
3,225
+174
+6% +$46K 0.26% 76
2024
Q4 		$739K Sell
3,051
-21
-0.7% -$5.16K 0.2% 83
2024
Q3 		$747K Buy
3,072
+70
+2% +$16K 0.22% 92
2024
Q2 		$680K Hold
3,002
– – 0.22% 92
2024
Q1 		$618K Sell
3,002
-150
-5% -$28.8K 0.22% 94
2023
Q4 		$603K Hold
3,152
– – 0.24% 87
2023
Q3 		$540K Hold
3,152
– – 0.25% 76
2023
Q2 		$562K Hold
3,152
– – 0.26% 91
2023
Q1 		$578K Hold
3,152
– – 0.3% 78
2022
Q4 		$535K Sell
3,152
-6
-0.2% -$966 0.3% 80
2022
Q3 		$488K Sell
3,158
-92
-3% -$14.8K 0.28% 77
2022
Q2 		$547K Buy
3,250
+29
+0.9% +$5.07K 0.32% 72
2022
Q1 		$582K Sell
3,221
-10
-0.3% -$1.75K 0.24% 95
2021
Q4 		$552K Sell
3,231
-451
-12% -$75.7K 0.21% 90
2021
Q3 		$605K Hold
3,682
– – 0.25% 77
2021
Q2 		$610K Buy
3,682
+258
+8% +$43.8K 0.26% 70
2021
Q1 		$548K Buy
3,424
+430
+14% +$72.3K 0.25% 66
2020
Q4 		$534K Sell
2,994
-206
-6% -$36.3K 0.26% 63
2020
Q3 		$567K Hold
3,200
– – 0.3% 49
2020
Q2 		$536K Sell
3,200
-115
-3% -$18.5K 0.31% 45
2020
Q1 		$491K Sell
3,315
-170
-5% -$25.3K 0.23% 35
2019
Q4 		$498K Buy
3,485
+169
+5% +$23.6K 0.26% 84
2019
Q3 		$459K Buy
3,316
+106
+3% +$14.7K 0.26% 85
2019
Q2 		$428K Sell
3,210
-135
-4% -$16.7K 0.25% 76
2019
Q1 		$408K Sell
3,345
-25,203
-88% -$3.1M 0.24% 74
2018
Q4 		$3.46M Buy
28,548
+25,290
+776% +$2.94M 2.14% 11
2018
Q3 		$367K Hold
3,258
– – 0.22% 77
2018
Q2 		$387K Sell
3,258
-16,455
-83% -$2.04M 0.27% 65
2018
Q1 		$2.48M Buy
19,713
+16,355
+487% +$2.06M 1.7% 17
2017
Q4 		$415K Buy
+3,358
New +$407K 0.3% 54

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Copperwynd Financial's GLD Position: Q2 2025 in Review

Copperwynd Financial reduced its SPDR Gold Trust (GLD) stake by 3.3% in Q2 2025, selling an estimated $32.4K and leaving 3,118 shares worth $950K. The position accounts for 0.24% of the portfolio, ranked #83.

Copperwynd Financial first reported a position in GLD in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.46M in Q4 2018. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • Copperwynd Financial held 3,118 shares of SPDR Gold Trust worth $950K as of Q2 2025.
  • Copperwynd Financial sold 107 SPDR Gold Trust shares in Q2 2025, an estimated $32.4K.
  • SPDR Gold Trust made up 0.24% of Copperwynd Financial's portfolio in Q2 2025, its #83 holding.
  • Copperwynd Financial first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 31 quarters since.
  • Copperwynd Financial's SPDR Gold Trust position peaked at $3.46M in Q4 2018.
  • 2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.