Sequoia Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Sequoia Financial 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 Q1	$202M	Sell	469,208 -4,034	-0.9%	-$1.81M	1.13%	18
2025 Q4	$188M	Sell	473,242 -10,709	-2%	-$4.09M	1.05%	19
2025 Q3	$172M	Buy	483,951 +5,581	+1%	+$1.78M	1.05%	19
2025 Q2	$146M	Buy	478,370 +31,019	+7%	+$9.39M	1%	17
2025 Q1	$129M	Sell	447,351 -12,609	-3%	-$3.33M	0.99%	15
2024 Q4	$111M	Sell	459,960 -4,314	-0.9%	-$1.06M	1.07%	14
2024 Q3	$113M	Sell	464,274 -41,978	-8%	-$9.61M	1.21%	11
2024 Q2	$109M	Sell	506,252 -17,246	-3%	-$3.73M	1.31%	11
2024 Q1	$108M	Sell	523,498 -15,939	-3%	-$3.06M	1.34%	13
2023 Q4	$103M	Buy	539,437 +2,083	+0.4%	+$382K	1.28%	15
2023 Q3	$92.1M	Sell	537,354 -40,469	-7%	-$7.24M	1.62%	14
2023 Q2	$103M	Buy	577,823 +551,966	+2,135%	+$101M	1.77%	11
2023 Q1	$4.74M	Buy	25,857 +996	+4%	+$175K	0.11%	144
2022 Q4	$4.22M	Sell	24,861 -10,880	-30%	-$1.75M	0.1%	143
2022 Q3	$5.53M	Sell	35,741 -1,086	-3%	-$175K	0.17%	108
2022 Q2	$6.2M	Sell	36,827 -1,340	-4%	-$234K	0.18%	101
2022 Q1	$6.89M	Buy	38,167 +1,027	+3%	+$180K	0.17%	105
2021 Q4	$6.35M	Buy	37,140 +3,019	+9%	+$507K	0.17%	101
2021 Q3	$5.6M	Sell	34,121 -2,928	-8%	-$490K	0.57%	31
2021 Q2	$6.14M	Buy	37,049 +59	+0.2%	+$10K	0.22%	81
2021 Q1	$5.92M	Buy	36,990 +590	+2%	+$99.2K	0.25%	59
2020 Q4	$6.49M	Hold	36,400	–	–	0.3%	52
2020 Q3	$6.45M	Buy	36,400 +1,775	+5%	+$319K	0.34%	50
2020 Q2	$5.79M	Sell	34,625 -2,891	-8%	-$466K	0.34%	44
2020 Q1	$5.55M	Buy	37,516 +428	+1%	+$63.7K	0.41%	36
2019 Q4	$5.3M	Buy	37,088 +122	+0.3%	+$17K	0.34%	45
2019 Q3	$5.13M	Buy	36,966 +2,055	+6%	+$286K	0.37%	40
2019 Q2	$4.65M	Sell	34,911 -1,409	-4%	-$174K	0.35%	46
2019 Q1	$4.43M	Buy	36,320 +1,325	+4%	+$163K	0.36%	45
2018 Q4	$4.24M	Buy	34,995 +474	+1%	+$55.1K	0.49%	40
2018 Q3	$3.89M	Sell	34,521 -726	-2%	-$83.3K	0.39%	49
2018 Q2	$4.18M	Buy	35,247 +7,141	+25%	+$884K	0.45%	44
2018 Q1	$3.54M	Sell	28,106 -104	-0.4%	-$13.1K	0.37%	54
2017 Q4	$3.49M	Sell	28,210 -3,231	-10%	-$392K	0.37%	55
2017 Q3	$3.82M	Hold	31,441	–	–	0.45%	46
2017 Q2	$3.71M	Buy	31,441 +1,049	+3%	+$126K	0.46%	51
2017 Q1	$3.61M	Buy	30,392 +2,261	+8%	+$263K	0.46%	49
2016 Q4	$3.08M	Buy	28,131 +2,769	+11%	+$321K	0.44%	48
2016 Q3	$3.19M	Sell	25,362 -280	-1%	-$35.7K	0.59%	29
2016 Q2	$3.24M	Buy	25,642 +483	+2%	+$58.1K	0.91%	26
2016 Q1	$2.96M	Buy	25,159 +105	+0.4%	+$11.9K	0.96%	24
2015 Q4	$2.54M	Sell	25,054 -574	-2%	-$60.7K	1.03%	20
2015 Q3	$2.74M	Sell	25,628 -1,656	-6%	-$178K	1.19%	19
2015 Q2	$3.07M	Sell	27,284 -2,895	-10%	-$331K	1.3%	15
2015 Q1	$3.43M	Buy	30,179 +78	+0.3%	+$9.12K	1.57%	12
2014 Q4	$3.42M	Sell	30,101 -2,694	-8%	-$311K	2.34%	7
2014 Q3	$3.81M	Sell	32,795 -1,391	-4%	-$171K	2.64%	6
2014 Q2	$4.38M	Buy	+34,186	New	+$4.25M	3.33%	5

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

Sequoia Financial Advisors's GLD Position: Q1 2026 in Review

Sequoia Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 0.85% in Q1 2026, selling an estimated $1.81M and leaving 469,208 shares worth $202M. The position accounts for 1.13% of the portfolio, ranked #18.

Sequoia Financial Advisors first reported a position in GLD in Q2 2014 and has held it in 48 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Sequoia Financial Advisors held 469,208 shares of SPDR Gold Trust worth $202M as of Q1 2026.
Sequoia Financial Advisors sold 4,034 SPDR Gold Trust shares in Q1 2026, an estimated $1.81M.
SPDR Gold Trust made up 1.13% of Sequoia Financial Advisors's portfolio in Q1 2026, its #18 holding.
Sequoia Financial Advisors first reported a position in SPDR Gold Trust in Q2 2014 and has held it in 48 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.