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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
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.