Sequent Planning LLC GLD Holdings History
Sequent Planning LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-03-31, Sequent Planning LLC held 27,633.00 shares of SPDR Gold Shares ETF(GLD), totaling $7.96 Mil. This investment constitutes 2.87% of their stock portfolio, and Sequent Planning LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2024Q1. And since then Sequent Planning LLC has made 2 purchases of GLD, at an average price of $194.85, for a total of 118,387.00 shares. In addition, there have been 2 sales at an average price of $243.88 for 90,754.00 shares. Based on historical transaction data and GLD's current price of $307.59, Sequent Planning LLC's estimated gain on his GLD holdings is $7.56 Mil, reflecting a 32.79% gain to date.
Sequent Planning LLC GLD ($307.59) Holding Chart
Sequent Planning LLC GLD ($307.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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