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McElhenny Sheffield Capital Management’s SPDR Gold Trust GLD Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39,862
Closed -$17.2M – 112
2026
Q1 		$17.2M Buy
+39,862
New +$17.9M 4.25% 6
2025
Q3 		– Sell
-68,690
Closed -$20.9M – 113
2025
Q2 		$20.9M Sell
68,690
-32,563
-32% -$9.86M 5.58% 5
2025
Q1 		$29.2M Buy
101,253
+34,322
+51% +$9.08M 10.94% 3
2024
Q4 		$16.2M Buy
66,931
+66,021
+7,255% +$16.2M 5.43% 7
2024
Q3 		$221K Buy
+910
New +$208K 0.07% 97
2023
Q4 		– Sell
-104,594
Closed -$17.9M – 97
2023
Q3 		$17.9M Buy
+104,594
New +$18.7M 9.12% 5
2023
Q2 		– Sell
-64,147
Closed -$11.8M – 97
2023
Q1 		$11.8M Sell
64,147
-76,322
-54% -$13.4M 6.19% 4
2022
Q4 		$23.8M Sell
140,469
-16,852
-11% -$2.71M 11.03% 2
2022
Q3 		$24.3M Sell
157,321
-147,945
-48% -$23.8M 18.57% 1
2022
Q2 		$51.4M Buy
305,266
+130,142
+74% +$22.7M 23.96% 1
2022
Q1 		$31.6M Buy
+175,124
New +$30.7M 11.05% 2
2021
Q4 		– Sell
-111,842
Closed -$18.4M – 128
2021
Q3 		$18.4M Buy
+111,842
New +$18.7M 8.32% 4

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

McElhenny Sheffield Capital Management's GLD Position: Q2 2026 in Review

McElhenny Sheffield Capital Management sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 39,862 shares — an estimated $17.2M sold.

McElhenny Sheffield Capital Management first reported a position in GLD in Q3 2021 and held it in 12 quarters. The position peaked at $51.4M in Q2 2022. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • McElhenny Sheffield Capital Management reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 39,862 SPDR Gold Trust shares in Q2 2026, an estimated $17.2M.
  • McElhenny Sheffield Capital Management first reported a position in SPDR Gold Trust in Q3 2021 and held it in 12 quarters.
  • McElhenny Sheffield Capital Management's SPDR Gold Trust position peaked at $51.4M in Q2 2022.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.