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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
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

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Insight Wealth Strategies reduced its SPDR Gold Trust (GLD) stake by 1.3% in Q2 2026, selling an estimated $4.14K and leaving 754 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #163.

Insight Wealth Strategies first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $329K in Q1 2026. 1,370 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Insight Wealth Strategies held 754 shares of SPDR Gold Trust worth $279K as of Q2 2026.
  • Insight Wealth Strategies sold 10 SPDR Gold Trust shares in Q2 2026, an estimated $4.14K.
  • SPDR Gold Trust made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #163 holding.
  • Insight Wealth Strategies first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Insight Wealth Strategies's SPDR Gold Trust position peaked at $329K in Q1 2026.
  • 1,370 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.