IWP
Insight Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
4,638
+609
| +15% | +$186K | 0.55% | 31 |
|
|
2025
Q1 | $1.16M | Buy |
4,029
+616
| +18% | +$177K | 0.19% | 34 |
|
|
2024
Q4 | $826K | Buy |
3,413
+12
| +0.4% | +$2.91K | 0.11% | 42 |
|
|
2024
Q3 | $827K | Buy |
3,401
+588
| +21% | +$143K | 0.16% | 44 |
|
|
2024
Q2 | $605K | Buy |
2,813
+916
| +48% | +$197K | 0.1% | 54 |
|
|
2024
Q1 | $390K | Buy |
1,897
+801
| +73% | +$165K | 0.07% | 63 |
|
|
2023
Q4 | $210K | Buy |
+1,096
| New | +$210K | 0.04% | 73 |
|