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Disclosery

Copia Wealth Management: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copia Wealth Management on GLD, newest first. How the timeline and the estimate are built.

Copia Wealth Management held 12,030 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,030 shares
    Change vs previous 13F -308 shares

    2.66% of the 13F portfolio, value $4,431,608.

    13F-HR 0002058771-26-000005 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,338 shares
    Change vs previous 13F -902 shares

    3.65% of the 13F portfolio, value $5,308,914.

    13F-HR 0002058771-26-000002 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,240 shares
    Change vs previous 13F -415 shares

    3.75% of the 13F portfolio, value $5,247,140.

    13F-HR 0002058771-26-000001 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,655 shares
    Change vs previous 13F +127 shares

    3.61% of the 13F portfolio, value $4,853,939.

    13F-HR 0002058771-25-000005 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,528 shares
    Change vs previous 13F -1,768 shares

    3.48% of the 13F portfolio, value $4,123,737.

    13F-HR 0002058771-25-000004 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,296 shares
    Change vs previous 13F +713 shares

    4.08% of the 13F portfolio, value $4,407,387.

    13F-HR 0002058771-25-000003 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,583 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $3,530,979.

    13F-HR 0002058771-25-000001 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).