Sequoia Financial Advisors, LLC

SEC CIK: 0001599900
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by Sequoia Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overview All 13F holders of GLD Full Q2 2026 holdings

Shares (Q2 2026): 456,249
Value: $168.1M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of GLD by Sequoia Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	456,249	$168.1M	0.8%	−12,959−2.8%	Reduced	Holders
Q1 2026	469,208	$201.9M	1.1%	−4,034−0.9%	Reduced	Holders
Q4 2025	473,242	$187.6M	1.0%	−10,709−2.2%	Reduced	Holders
Q3 2025	483,951	$172.0M	1.0%	+5,581+1.2%	Added	Holders
Q2 2025	478,370	$145.8M	1.0%	+31,019+6.9%	Added	Holders
Q1 2025	447,351	$128.9M	1.0%	−12,609−2.7%	Reduced	Holders
Q4 2024	459,960	$111.4M	1.1%	−4,314−0.9%	Reduced	Holders
Q3 2024	464,274	$112.8M	1.2%	−41,978−8.3%	Reduced	Holders
Q2 2024	506,252	$108.8M	1.3%	−17,246−3.3%	Reduced	Holders
Q1 2024	523,498	$107.7M	1.3%	−15,939−3.0%	Reduced	Holders
Q4 2023	539,437	$103.1M	1.3%	+2,083+0.4%	Added	Holders
Q3 2023	537,354	$92.1M	1.6%	−40,469−7.0%	Reduced	Holders
Q2 2023	577,823	$103.0M	1.8%	+551,966+2,134.7%	Added	Holders
Q1 2023	25,857	$4.74M	0.1%	+996+4.0%	Added	Holders
Q4 2022	24,861	$4.22M	0.1%	−10,880−30.4%	Reduced	Holders
Q3 2022	35,741	$5.53M	0.2%	−1,086−2.9%	Reduced	Holders
Q2 2022	36,827	$6.20M	0.2%	−1,340−3.5%	Reduced	Holders
Q1 2022	38,167	$6.89M	0.2%	+1,027+2.8%	Added	Holders
Q4 2021	37,140	$6.35M	0.2%	+3,019+8.8%	Added	Holders
Q3 2021	34,121	$5.60M	0.6%	−2,928−7.9%	Reduced	Holders
Q2 2021	37,049	$6.14M	0.2%	+59+0.2%	Added	Holders
Q1 2021	36,990	$5.92M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.