Insight Wealth Partners
GLD icon

Insight Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Insight Wealth Partners’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 		$1.45M Sell
3,818
-725
-16% -$284K 0.19% 52
2026
Q2 		$1.67M Buy
4,543
+61
+1% +$25.3K 0.22% 44
2026
Q1 		$1.93M Buy
4,482
+214
+5% +$95.8K 0.27% 36
2025
Q4 		$1.69M Buy
4,268
+58
+1% +$22.2K 0.23% 36
2025
Q3 		$1.5M Sell
4,210
-428
-9% -$136K 0.46% 34
2025
Q2 		$1.41M Buy
4,638
+609
+15% +$184K 0.55% 32
2025
Q1 		$1.16M Buy
4,029
+616
+18% +$163K 0.19% 37
2024
Q4 		$826K Buy
3,413
+12
+0.4% +$2.95K 0.11% 46
2024
Q3 		$827K Buy
3,401
+588
+21% +$135K 0.16% 48
2024
Q2 		$605K Buy
2,813
+916
+48% +$198K 0.1% 58
2024
Q1 		$390K Buy
1,897
+801
+73% +$154K 0.07% 67
2023
Q4 		$210K Buy
+1,096
New +$201K 0.04% 77

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Insight Wealth Partners's GLD Position: Q3 2026 in Review

Insight Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 16% in Q3 2026, selling an estimated $284K and leaving 3,818 shares worth $1.45M. The position accounts for 0.19% of the portfolio, ranked #52.

Insight Wealth Partners first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.93M in Q1 2026. 2,101 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Insight Wealth Partners held 3,818 shares of SPDR Gold Trust worth $1.45M as of Q3 2026.
  • Insight Wealth Partners sold 725 SPDR Gold Trust shares in Q3 2026, an estimated $284K.
  • SPDR Gold Trust made up 0.19% of Insight Wealth Partners's portfolio in Q3 2026, its #52 holding.
  • Insight Wealth Partners first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
  • Insight Wealth Partners's SPDR Gold Trust position peaked at $1.93M in Q1 2026.
  • 2,101 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.