Sequent Planning’s SPDR Gold Trust GLD Stock Holding History

Sequent Planning’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 Q1	$8.2M	Sell	19,062 -2,029	-10%	-$909K	1.98%	9
2025 Q4	$8.36M	Buy	21,091 +984	+5%	+$376K	2.13%	9
2025 Q3	$7.15M	Sell	20,107 -11,350	-36%	-$3.62M	2.03%	9
2025 Q2	$9.59M	Buy	31,457 +3,824	+14%	+$1.16M	3.04%	7
2025 Q1	$7.96M	Buy	27,633 +2,927	+12%	+$774K	2.87%	7
2024 Q4	$5.98M	Sell	24,706 -80,651	-77%	-$19.8M	2.2%	8
2024 Q3	$25.6M	Sell	105,357 -10,103	-9%	-$2.31M	8.82%	2
2024 Q2	$24.9M	Buy	115,460 +5,477	+5%	+$1.18M	8.52%	2
2024 Q1	$22.6M	Buy	+109,983	New	+$21.1M	8.19%	2

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sequent Planning's GLD Position: Q1 2026 in Review

Sequent Planning reduced its SPDR Gold Trust (GLD) stake by 9.6% in Q1 2026, selling an estimated $909K and leaving 19,062 shares worth $8.2M. The position accounts for 1.98% of the portfolio, ranked #9.

Sequent Planning first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $25.6M in Q3 2024. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Sequent Planning held 19,062 shares of SPDR Gold Trust worth $8.2M as of Q1 2026.
Sequent Planning sold 2,029 SPDR Gold Trust shares in Q1 2026, an estimated $909K.
SPDR Gold Trust made up 1.98% of Sequent Planning's portfolio in Q1 2026, its #9 holding.
Sequent Planning first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's SPDR Gold Trust position peaked at $25.6M in Q3 2024.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.