Skip to main content

Sequent Planning LLC

SEC CIK
0002009724
Latest filing
Aug 14, 2026

GLD holding history

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

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
19,276
Value
$7.10M
% of portfolio
1.5%
Quarters held
10
Since Q1 2024
Holdings of GLD by Sequent Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,276$7.10M1.5%+214+1.1%AddedHolders
Q1 202619,062$8.20M2.0%−2,029−9.6%ReducedHolders
Q4 202521,091$8.36M2.1%+984+4.9%AddedHolders
Q3 202520,107$7.15M2.0%−11,350−36.1%ReducedHolders
Q2 202531,457$9.59M3.0%+3,824+13.8%AddedHolders
Q1 202527,633$7.96M2.9%+2,927+11.8%AddedHolders
Q4 202424,706$5.98M2.2%−80,651−76.6%ReducedHolders
Q3 2024105,357$25.6M8.8%−10,103−8.8%ReducedHolders
Q2 2024115,460$24.9M8.5%+5,477+5.0%AddedHolders
Q1 2024109,983$22.6M8.2%–No prior filingHolders