MFIM
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Mesirow Financial Investment Management’s SPDR Gold Trust GLD Stock Holding History

Mesirow Financial Investment 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 		$72.2M Sell
195,884
-6,956
-3% -$2.88M 1.13% 21
2026
Q1 		$87.3M Buy
202,840
+40,863
+25% +$18.3M 1.41% 15
2025
Q4 		$64.2M Sell
161,977
-52,421
-24% -$20M 1.32% 15
2025
Q3 		$76.2M Buy
214,398
+2,138
+1% +$681K 1.36% 16
2025
Q2 		$64.7M Sell
212,260
-30,988
-13% -$9.38M 1.26% 16
2025
Q1 		$70.1M Buy
243,248
+5,291
+2% +$1.4M 1.36% 15
2024
Q4 		$57.6M Buy
237,957
+1,401
+0.6% +$344K 1.14% 17
2024
Q3 		$57.5M Buy
236,556
+6,456
+3% +$1.48M 1.11% 19
2024
Q2 		$49.5M Sell
230,100
-10,779
-4% -$2.33M 1.11% 17
2024
Q1 		$49.6M Buy
240,879
+54,420
+29% +$10.4M 1.13% 17
2023
Q4 		$35.6M Buy
+186,459
New +$34.2M 1.3% 14

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
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Mesirow Financial Investment Management's GLD Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its SPDR Gold Trust (GLD) stake by 3.4% in Q2 2026, selling an estimated $2.88M and leaving 195,884 shares worth $72.2M. The position accounts for 1.13% of the portfolio, ranked #21.

Mesirow Financial Investment Management first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $87.3M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Mesirow Financial Investment Management held 195,884 shares of SPDR Gold Trust worth $72.2M as of Q2 2026.
  • Mesirow Financial Investment Management sold 6,956 SPDR Gold Trust shares in Q2 2026, an estimated $2.88M.
  • SPDR Gold Trust made up 1.13% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #21 holding.
  • Mesirow Financial Investment Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's SPDR Gold Trust position peaked at $87.3M in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.