Skip to content
Disclosery

Copia Wealth Management: GLDM position timeline

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

Copia Wealth Management held 17,155 GLDM 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 17,155 shares
    Change vs previous 13F +1,180 shares

    0.82% of the 13F portfolio, value $1,362,450.

    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 15,975 shares
    Change vs previous 13F -86 shares

    1.02% of the 13F portfolio, value $1,480,723.

    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 16,061 shares
    Change vs previous 13F +1,134 shares

    0.98% of the 13F portfolio, value $1,371,128.

    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 14,927 shares
    Change vs previous 13F +17 shares

    0.85% of the 13F portfolio, value $1,141,169.

    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 14,910 shares
    Change vs previous 13F -1,640 shares

    0.82% of the 13F portfolio, value $976,903.

    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 16,550 shares
    Change vs previous 13F +80 shares

    0.95% of the 13F portfolio, value $1,024,280.

    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 16,470 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $856,275.

    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).