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Sequoia Financial Advisors, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on GLD, newest first. How the timeline and the estimate are built.

Sequoia Financial Advisors, LLC held 456,249 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 456,249 shares
    Change vs previous 13F -12,959 shares

    0.84% of the 13F portfolio, value $168,073,095.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 469,208 shares
    Change vs previous 13F -4,034 shares

    1.13% of the 13F portfolio, value $201,895,667.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 473,242 shares
    Change vs previous 13F -10,709 shares

    1.05% of the 13F portfolio, value $187,550,681.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 483,951 shares
    Change vs previous 13F +5,581 shares

    1.05% of the 13F portfolio, value $172,030,010.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 478,370 shares
    Change vs previous 13F +31,019 shares

    1% of the 13F portfolio, value $145,821,483.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 447,351 shares
    Change vs previous 13F -12,609 shares

    1% of the 13F portfolio, value $128,899,675.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 459,960 shares
    Change vs previous 13F -4,314 shares

    1.07% of the 13F portfolio, value $111,370,125.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 464,274 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $112,846,438.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).