SFA
Sequoia Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146M | Buy |
478,370
+31,019
| +7% | +$9.46M | 1% | 17 |
|
|
2025
Q1 | $129M | Sell |
447,351
-12,609
| -3% | -$3.63M | 0.99% | 15 |
|
|
2024
Q4 | $111M | Sell |
459,960
-4,314
| -0.9% | -$1.04M | 1.07% | 14 |
|
|
2024
Q3 | $113M | Sell |
464,274
-41,978
| -8% | -$10.2M | 1.21% | 11 |
|
|
2024
Q2 | $109M | Sell |
506,252
-17,246
| -3% | -$3.71M | 1.31% | 11 |
|
|
2024
Q1 | $108M | Sell |
523,498
-15,939
| -3% | -$3.28M | 1.34% | 13 |
|
|
2023
Q4 | $103M | Buy |
539,437
+2,083
| +0.4% | +$398K | 1.28% | 15 |
|
|
2023
Q3 | $92.1M | Sell |
537,354
-40,469
| -7% | -$6.94M | 1.62% | 14 |
|
|
2023
Q2 | $103M | Buy |
577,823
+551,966
| +2,135% | +$98.4M | 1.77% | 11 |
|
|
2023
Q1 | $4.74M | Buy |
25,857
+996
| +4% | +$182K | 0.11% | 144 |
|
|
2022
Q4 | $4.22M | Sell |
24,861
-10,880
| -30% | -$1.85M | 0.1% | 143 |
|
|
2022
Q3 | $5.53M | Sell |
35,741
-1,086
| -3% | -$168K | 0.17% | 108 |
|
|
2022
Q2 | $6.2M | Sell |
36,827
-1,340
| -4% | -$226K | 0.18% | 101 |
|
|
2022
Q1 | $6.9M | Buy |
38,167
+1,027
| +3% | +$186K | 0.17% | 105 |
|
|
2021
Q4 | $6.35M | Buy |
37,140
+3,019
| +9% | +$516K | 0.17% | 101 |
|
|
2021
Q3 | $5.6M | Sell |
34,121
-2,928
| -8% | -$481K | 0.57% | 31 |
|
|
2021
Q2 | $6.14M | Buy |
37,049
+59
| +0.2% | +$9.77K | 0.22% | 81 |
|
|
2021
Q1 | $5.92M | Buy |
36,990
+590
| +2% | +$94.4K | 0.25% | 59 |
|
|
2020
Q4 | $6.49M | Hold |
36,400
| – | – | 0.3% | 52 |
|
|
2020
Q3 | $6.45M | Buy |
36,400
+1,775
| +5% | +$314K | 0.34% | 50 |
|
|
2020
Q2 | $5.8M | Sell |
34,625
-2,891
| -8% | -$484K | 0.34% | 44 |
|
|
2020
Q1 | $5.55M | Buy |
37,516
+428
| +1% | +$63.4K | 0.41% | 36 |
|
|
2019
Q4 | $5.3M | Buy |
37,088
+122
| +0.3% | +$17.4K | 0.34% | 45 |
|
|
2019
Q3 | $5.13M | Buy |
36,966
+2,055
| +6% | +$285K | 0.37% | 40 |
|
|
2019
Q2 | $4.65M | Sell |
34,911
-1,409
| -4% | -$188K | 0.35% | 46 |
|
|
2019
Q1 | $4.43M | Buy |
36,320
+1,325
| +4% | +$162K | 0.36% | 45 |
|
|
2018
Q4 | $4.24M | Buy |
34,995
+474
| +1% | +$57.5K | 0.49% | 40 |
|
|
2018
Q3 | $3.89M | Sell |
34,521
-726
| -2% | -$81.9K | 0.39% | 49 |
|
|
2018
Q2 | $4.18M | Buy |
35,247
+7,141
| +25% | +$847K | 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% | -$399K | 0.37% | 55 |
|
|
2017
Q3 | $3.82M | Hold |
31,441
| – | – | 0.45% | 46 |
|
|
2017
Q2 | $3.71M | Buy |
31,441
+1,049
| +3% | +$124K | 0.46% | 51 |
|
|
2017
Q1 | $3.61M | Buy |
30,392
+2,261
| +8% | +$268K | 0.46% | 49 |
|
|
2016
Q4 | $3.08M | Buy |
28,131
+2,769
| +11% | +$303K | 0.44% | 48 |
|
|
2016
Q3 | $3.19M | Sell |
25,362
-280
| -1% | -$35.2K | 0.59% | 29 |
|
|
2016
Q2 | $3.24M | Buy |
25,642
+483
| +2% | +$61.1K | 0.91% | 26 |
|
|
2016
Q1 | $2.96M | Buy |
25,159
+105
| +0.4% | +$12.4K | 0.96% | 24 |
|
|
2015
Q4 | $2.54M | Sell |
25,054
-574
| -2% | -$58.2K | 1.03% | 20 |
|
|
2015
Q3 | $2.74M | Sell |
25,628
-1,656
| -6% | -$177K | 1.19% | 19 |
|
|
2015
Q2 | $3.07M | Sell |
27,284
-2,895
| -10% | -$325K | 1.3% | 15 |
|
|
2015
Q1 | $3.43M | Buy |
30,179
+78
| +0.3% | +$8.87K | 1.57% | 12 |
|
|
2014
Q4 | $3.42M | Sell |
30,101
-2,694
| -8% | -$306K | 2.34% | 7 |
|
|
2014
Q3 | $3.81M | Sell |
32,795
-1,391
| -4% | -$162K | 2.64% | 6 |
|
|
2014
Q2 | $4.38M | Buy |
+34,186
| New | +$4.38M | 3.33% | 5 |
|