Insight Advisors
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Insight Advisors’s SPDR Gold Trust GLD Stock Holding History

Insight Advisors’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
2026
Q3 		$3.66M Sell
9,610
-262
-3% -$102K 0.64% 26
2026
Q2 		$3.64M Sell
9,872
-143
-1% -$59.2K 0.64% 24
2026
Q1 		$4.31M Buy
10,015
+136
+1% +$60.9K 0.82% 15
2025
Q4 		$3.92M Buy
9,879
+1,134
+13% +$433K 0.59% 31
2025
Q3 		$3.11M Buy
8,745
+95
+1% +$30.3K 0.47% 36
2025
Q2 		$2.64M Buy
8,650
+6,259
+262% +$1.9M 0.42% 39
2025
Q1 		$689K Buy
2,391
+539
+29% +$143K 0.12% 111
2024
Q4 		$446K Buy
1,852
+208
+13% +$51.1K 0.08% 172
2024
Q3 		$400K Buy
1,644
+169
+11% +$38.7K 0.07% 191
2024
Q2 		$317K Sell
1,475
-206
-12% -$44.6K 0.06% 219
2024
Q1 		$346K Sell
1,681
-5
-0.3% -$960 0.07% 212
2023
Q4 		$322K Sell
1,686
-940
-36% -$172K 0.07% 203
2023
Q3 		$450K Hold
2,626
– – 0.1% 149
2023
Q2 		$468K Sell
2,626
-66
-2% -$12.1K 0.1% 148
2023
Q1 		$493K Buy
2,692
+278
+12% +$48.9K 0.12% 144
2022
Q4 		$413K Sell
2,414
-2,558
-51% -$412K 0.14% 194
2022
Q3 		$769K Buy
4,972
+592
+14% +$95.2K 0.3% 94
2022
Q2 		$732K Sell
4,380
-4,548
-51% -$794K 0.25% 104
2022
Q1 		$1.61M Buy
8,928
+6,430
+257% +$1.13M 0.48% 49
2021
Q4 		$427K Sell
2,498
-627
-20% -$105K 0.13% 195
2021
Q3 		$524K Sell
3,125
-432
-12% -$72.3K 0.16% 167
2021
Q2 		$603K Sell
3,557
-157
-4% -$26.7K 0.19% 140
2021
Q1 		$615K Buy
3,714
+1,085
+41% +$182K 0.19% 136
2020
Q4 		$469K Buy
+2,629
New +$463K 0.18% 148

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Insight Advisors's GLD Position: Q3 2026 in Review

Insight Advisors reduced its SPDR Gold Trust (GLD) stake by 2.7% in Q3 2026, selling an estimated $102K and leaving 9,610 shares worth $3.66M. The position accounts for 0.64% of the portfolio, ranked #26.

Insight Advisors first reported a position in GLD in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.31M in Q1 2026. 964 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Insight Advisors held 9,610 shares of SPDR Gold Trust worth $3.66M as of Q3 2026.
  • Insight Advisors sold 262 SPDR Gold Trust shares in Q3 2026, an estimated $102K.
  • SPDR Gold Trust made up 0.64% of Insight Advisors's portfolio in Q3 2026, its #26 holding.
  • Insight Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's SPDR Gold Trust position peaked at $4.31M in Q1 2026.
  • 964 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.