GWM
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Gilpin Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Gilpin Wealth Management’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.98K Hold
100
– – ﹤0.01% 470
2026
Q2 		$3.77K Hold
100
– – ﹤0.01% 392
2026
Q1 		$3.44K Buy
+100
New +$3.57K ﹤0.01% 382

Other funds holding CPER

CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Gilpin Wealth Management's CPER Position: Q3 2026 in Review

Gilpin Wealth Management held its United States Copper Index Fund (CPER) position steady in Q3 2026 at 100 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Gilpin Wealth Management first reported a position in CPER in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

  • Gilpin Wealth Management held 100 shares of United States Copper Index Fund worth $3.98K as of Q3 2026.
  • Gilpin Wealth Management left its United States Copper Index Fund share count unchanged in Q3 2026.
  • United States Copper Index Fund made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #470 holding.
  • Gilpin Wealth Management first reported a position in United States Copper Index Fund in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.