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 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%	+$22.1K	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Insight Wealth Partners's GLD Position: Q2 2026 in Review

Insight Wealth Partners increased its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, buying an estimated $25.3K and bringing the position to 4,543 shares worth $1.67M. The position accounts for 0.22% of the portfolio, ranked #44.

Insight Wealth Partners first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Insight Wealth Partners held 4,543 shares of SPDR Gold Trust worth $1.67M as of Q2 2026.
Insight Wealth Partners bought 61 SPDR Gold Trust shares in Q2 2026, an estimated $25.3K.
SPDR Gold Trust made up 0.22% of Insight Wealth Partners's portfolio in Q2 2026, its #44 holding.
Insight Wealth Partners first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Insight Wealth Partners's SPDR Gold Trust position peaked at $1.93M in Q1 2026.
3,030 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.