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

Insight Wealth Strategies’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 		$412K Buy
1,081
+327
+43% +$128K 0.04% 136
2026
Q2 		$279K Sell
754
-10
-1% -$4.14K 0.03% 163
2026
Q1 		$329K Hold
764
– – 0.04% 147
2025
Q4 		$303K Sell
764
-129
-14% -$49.3K 0.03% 144
2025
Q3 		$317K Sell
893
-16
-2% -$5.1K 0.04% 144
2025
Q2 		$280K Buy
+909
New +$275K 0.04% 143

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

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

Insight Wealth Strategies increased its SPDR Gold Trust (GLD) stake by 43% in Q3 2026, buying an estimated $128K and bringing the position to 1,081 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #136.

Insight Wealth Strategies first reported a position in GLD in Q2 2025 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Insight Wealth Strategies held 1,081 shares of SPDR Gold Trust worth $412K as of Q3 2026.
  • Insight Wealth Strategies bought 327 SPDR Gold Trust shares in Q3 2026, an estimated $128K.
  • SPDR Gold Trust made up 0.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #136 holding.
  • Insight Wealth Strategies first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.