Insight Wealth Strategies, LLC GLTR — ABRDN PRECIOUS METALS BASKET

Ownership history in Insight Wealth Strategies, LLC  ·  6 quarters on record

AI Ownership Summary

Insight Wealth Strategies, LLC reported ABRDN PRECIOUS METALS BASKET (GLTR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.99% in 2025 Q1. The latest visible filing shows GLTR at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Wealth Strategies, LLC's position in ABRDN PRECIOUS METALS BASKET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GLTR was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLTR stock page Insight Wealth Strategies, LLC fund profile Insight Wealth Strategies, LLC full holdings
How Insight Wealth Strategies, LLC held GLTR — position size vs. price
% of Fund (quarterly)    GLTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,908 +404 +11.5% 0.10% $855K 2026-04-10 $222.50
2025 Q4 REDUCED — — — 3,504 -20 -0.6% 0.08% $720K 2026-01-02 $207.95
2025 Q3 ADDED — — — 3,524 +968 +37.9% 0.07% $583K 2025-10-06 $170.70
2025 Q2 REDUCED 95.5% +19.4% ❌ 2,556 -54,399 -95.5% 0.04% $355K 2025-07-07 $139.85
2025 Q1 REDUCED — — — 56,955 -723 -1.3% 0.99% $7.4M 2025-04-03 $126.10
2024 Q4 INITIATED — — — 57,678 — — 0.85% $6.3M 2025-01-06 $111.24

🏢 Other funds also holding GLTR

As of 2026 Q1 — sorted by position size

Argos Wealth Advisors, LLC 5.29% Sound Stewardship, LLC 4.86% Stegent Equity Advisors, Inc. 3Y 4.3% Peak Financial Management, Inc. 3Y 7Y 3.43% Courage Miller Partners, LLC 3Y 7Y 2.79% Solitude Financial Services 3Y 2.7% Towneley Capital Management, Inc / DE 2.21% Centurion Wealth Management LLC 3Y 1.28% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 1.24% SFG Wealth Management, LLC. 3Y 1.05%

FAQ About Insight Wealth Strategies, LLC and GLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Wealth Strategies, LLC reported owning GLTR?

Insight Wealth Strategies, LLC reported GLTR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GLTR position in Insight Wealth Strategies, LLC's portfolio?

The largest reported portfolio weight for GLTR was 0.99% in 2025 Q1.

What is the latest reported GLTR position on this page?

The most recent filing on this page is 2026 Q1, when Insight Wealth Strategies, LLC reported 3,908 shares, equal to 0.10% of portfolio, with an estimated market value of $855K.

What does the chart on this GLTR ownership page compare?

The chart compares Insight Wealth Strategies, LLC's quarterly GLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Insight Wealth Strategies, LLC time their GLTR position?

Based on 13F filing dates vs. subsequent GLTR price moves, Insight Wealth Strategies, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on GLTR relative to SPY over the holding period was +54.5%.

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