Ownership history in Sequent Planning LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in SPDR GOLD TR (GLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 21,091 | +984 | +4.9% | 2.13% | $8.4M | $396.31 |
| 2025 Q3 | REDUCED | 20,107 | -11,350 | -36.1% | 2.03% | $7.1M | $355.47 |
| 2025 Q2 | ADDED | 31,457 | +3,824 | +13.8% | 3.04% | $9.6M | $304.83 |
| 2025 Q1 | ADDED | 27,633 | +2,927 | +11.8% | 2.87% | $8.0M | $288.14 |
| 2024 Q4 | REDUCED | 24,706 | -80,651 | -76.6% | 2.20% | $6.0M | $242.13 |
| 2024 Q3 | REDUCED | 105,357 | -10,103 | -8.8% | 8.82% | $25.6M | $243.06 |
| 2024 Q2 | ADDED | 115,460 | +5,477 | +5.0% | 8.52% | $24.9M | $215.01 |
| 2024 Q1 | INITIATED | 109,983 | — | — | 8.19% | $22.6M | — |
As of 2025 Q4 — sorted by position size