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McElhenny Sheffield Capital Management’s iShares Gold Trust IAU Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-678
Closed -$23.5K – 323
2022
Q4 		$23.5K Buy
+678
New +$22.3K 0.01% 240

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McElhenny Sheffield Capital Management's IAU Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 678 shares — an estimated $23.5K sold.

McElhenny Sheffield Capital Management first reported a position in IAU in Q4 2022 and held it in 1 quarter. The position peaked at $23.5K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 678 iShares Gold Trust shares in Q1 2023, an estimated $23.5K.
  • McElhenny Sheffield Capital Management first reported a position in iShares Gold Trust in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's iShares Gold Trust position peaked at $23.5K in Q4 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.