A detailed history of Sequent Planning LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Sequent Planning LLC holds 115,460 shares of GLD stock, worth $27.7 Million. This represents 8.52% of its overall portfolio holdings.

Number of Shares
115,460
Previous 109,983 4.98%
Holding current value
$27.7 Million
Previous $22.6 Billion 10.01%
% of portfolio
8.52%
Previous 8.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$207.82 - $224.56 $1.14 Million - $1.23 Million
5,477 Added 4.98%
115,460 $24.9 Billion
Q1 2024

May 14, 2024

BUY
$184.42 - $205.72 $20.3 Million - $22.6 Million
109,983 New
109,983 $22.6 Billion

Others Institutions Holding GLD

About SPDR GOLD TRUST


  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $82.8B
More about GLD
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.