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 Q2	$7.1M	Buy	19,276 +214	+1%	+$88.7K	1.52%	12
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sequent Planning's GLD Position: Q2 2026 in Review

Sequent Planning increased its SPDR Gold Trust (GLD) stake by 1.1% in Q2 2026, buying an estimated $88.7K and bringing the position to 19,276 shares worth $7.1M. The position accounts for 1.52% of the portfolio, ranked #12.

Sequent Planning first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.6M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Sequent Planning held 19,276 shares of SPDR Gold Trust worth $7.1M as of Q2 2026.
Sequent Planning bought 214 SPDR Gold Trust shares in Q2 2026, an estimated $88.7K.
SPDR Gold Trust made up 1.52% of Sequent Planning's portfolio in Q2 2026, its #12 holding.
Sequent Planning first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's SPDR Gold Trust position peaked at $25.6M in Q3 2024.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.