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Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Insight Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
4,543
Value
$1.67M
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of GLD by Insight Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,543$1.67M0.2%+61+1.4%AddedHolders
Q1 20264,482$1.93M0.8%+214+5.0%AddedHolders
Q4 20254,268$1.69M0.7%+58+1.4%AddedHolders
Q3 20254,210$1.50M0.7%−428−9.2%ReducedHolders
Q2 20254,638$1.41M0.8%+609+15.1%AddedHolders
Q1 20254,029$1.16M0.7%+616+18.0%AddedHolders
Q4 20243,413$826.4K0.5%+12+0.4%AddedHolders
Q3 20243,401$826.6K0.5%+588+20.9%AddedHolders
Q2 20242,813$604.8K0.4%+916+48.3%AddedHolders
Q1 20241,897$390.3K0.3%+801+73.1%AddedHolders
Q4 20231,096$209.5K0.2%+1,096NewHolders