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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
Q2 		– Sell
-300
Closed -$129K – 2205
2026
Q1 		$129K Buy
300
+200
+200% +$89.6K ﹤0.01% 1832
2025
Q4 		$200K Sell
100
-300
-75% -$115K ﹤0.01% 1819
2025
Q3 		$142K Buy
+400
New +$127K ﹤0.01% 1669
2024
Q3 		– Hold
0
– -$43K – 1319
2024
Q2 		– Hold
0
– – – 1191

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sequoia Financial Advisors's GLD Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 2.8% in Q2 2026, selling an estimated $5.37M and leaving 456,249 shares worth $168M. The position accounts for 0.84% of the portfolio, ranked #29.

Sequoia Financial Advisors first reported a position in GLD in Q2 2014 and has held it in 49 quarters since. The position peaked at $202M in Q1 2026. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sequoia Financial Advisors held 456,249 shares of SPDR Gold Trust worth $168M as of Q2 2026.
  • Sequoia Financial Advisors sold 12,959 SPDR Gold Trust shares in Q2 2026, an estimated $5.37M.
  • SPDR Gold Trust made up 0.84% of Sequoia Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Sequoia Financial Advisors first reported a position in SPDR Gold Trust in Q2 2014 and has held it in 49 quarters since.
  • Sequoia Financial Advisors's SPDR Gold Trust position peaked at $202M in Q1 2026.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.