Inspirion Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Inspirion Wealth Advisors’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	$4.79M	Buy	12,916 +562	+5%	+$233K	0.55%	24
2026 Q1	$5.32M	Buy	12,354 +1,107	+10%	+$496K	0.66%	23
2025 Q4	$4.46M	Buy	11,247 +5,067	+82%	+$1.94M	0.55%	27
2025 Q3	$1.5M	Sell	6,180 -2,457	-28%	-$783K	0.21%	48
2025 Q2	$2.63M	Buy	8,637 +1,111	+15%	+$336K	0.35%	31
2025 Q1	$2.17M	Buy	7,526 +669	+10%	+$177K	0.3%	32
2024 Q4	$1.68M	Buy	6,857 +677	+11%	+$166K	0.23%	40
2024 Q3	$1.5M	Buy	6,180 +50	+0.8%	+$11.4K	0.21%	48
2024 Q2	$1.32M	Buy	6,130 +200	+3%	+$43.3K	0.2%	49
2024 Q1	$1.22M	Sell	5,930 -150	-2%	-$28.8K	0.2%	52
2023 Q4	$1.16M	Hold	6,080	–	–	0.21%	51
2023 Q3	$1.04M	Buy	6,080 +57	+0.9%	+$10.2K	0.2%	51
2023 Q2	$1.07M	Buy	6,023 +354	+6%	+$65K	0.21%	50
2023 Q1	$1.04M	Buy	5,669 +216	+4%	+$38K	0.21%	49
2022 Q4	$925K	Buy	5,453 +697	+15%	+$112K	0.2%	51
2022 Q3	$736K	Buy	4,756 +2,005	+73%	+$322K	0.17%	57
2022 Q2	$463K	Buy	2,751 +100	+4%	+$17.5K	0.1%	79
2022 Q1	$479K	Buy	2,651 +1,278	+93%	+$224K	0.1%	72
2021 Q4	$235K	Buy	+1,373	New	+$231K	0.05%	91
2021 Q2	–	Sell	-1,645	Closed	-$263K	–	87
2021 Q1	$263K	Hold	1,645	–	–	0.07%	77
2020 Q4	$293K	Buy	1,645 +67	+4%	+$11.8K	0.08%	69
2020 Q3	$279K	Buy	+1,578	New	+$284K	0.1%	67
2020 Q2	–	Sell	-2,555	Closed	-$378K	–	78
2020 Q1	$378K	Sell	2,555 -75	-3%	-$11.2K	0.19%	45
2019 Q4	$376K	Buy	2,630 +1,052	+67%	+$147K	0.13%	55
2019 Q3	$219K	Sell	1,578 -101	-6%	-$14K	0.1%	70
2019 Q2	$224K	Sell	1,679 -9	-0.5%	-$1.11K	0.1%	69
2019 Q1	$206K	Hold	1,688	–	–	0.09%	70
2018 Q4	$205K	Buy	+1,688	New	+$196K	0.1%	68
2018 Q3	–	Sell	-1,688	Closed	-$200K	–	76
2018 Q2	$200K	Hold	1,688	–	–	0.09%	74
2018 Q1	$212K	Hold	1,688	–	–	0.1%	68
2017 Q4	$209K	Hold	1,688	–	–	0.1%	69
2017 Q3	$205K	Buy	+1,688	New	+$205K	0.1%	66
2017 Q2	–	Sell	-1,688	Closed	-$200K	–	69
2017 Q1	$200K	Sell	1,688 -491	-23%	-$57.1K	0.11%	65
2016 Q4	$239K	Buy	+2,179	New	+$253K	0.15%	53

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Inspirion Wealth Advisors's GLD Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 4.5% in Q2 2026, buying an estimated $233K and bringing the position to 12,916 shares worth $4.79M. The position accounts for 0.55% of the portfolio, ranked #24.

Inspirion Wealth Advisors first reported a position in GLD in Q4 2016 and has held it in 34 quarters since. The position peaked at $5.32M in Q1 2026. 1,364 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Inspirion Wealth Advisors held 12,916 shares of SPDR Gold Trust worth $4.79M as of Q2 2026.
Inspirion Wealth Advisors bought 562 SPDR Gold Trust shares in Q2 2026, an estimated $233K.
SPDR Gold Trust made up 0.55% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Inspirion Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 34 quarters since.
Inspirion Wealth Advisors's SPDR Gold Trust position peaked at $5.32M in Q1 2026.
1,364 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.