SPDR Gold Shares
MX ˙ BMV ˙ US78463V1070
SecurityMX:GLD / SPDR Gold Shares
InstitutionAries Wealth Management
Latest Disclosed Ownership14,057 shares
Latest Disclosed Value $ 6,048,587
Aries Wealth Management reports 3.04% decrease in ownership of GLD / SPDR Gold Shares

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 14,057 shares of SPDR Gold Shares (MX:GLD) valued at $6,048,587 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 14,498 shares of SPDR Gold Shares. This represents a change in shares of -3.04% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 14,057 -441 -3.04 6,049 5.27 1.3299
2026-01-30 2025-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 14,498 518 3.71 5,746 15.62 1.2722
2025-11-10 2025-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 13,980 103 0.74 4,969 17.47 1.1758
2025-07-28 2025-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 13,877 -966 -6.51 4,230 -1.08 1.1054
2025-04-17 2025-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 14,843 330 2.27 4,277 21.68 1.1613
2025-01-30 2024-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 14,513 453 3.22 3,514 2.84 0.9675
2024-10-31 2024-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 14,060 499 3.68 3,417 17.22 0.9394
2024-07-25 2024-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 13,561 292 2.20 2,916 6.82 0.9187
2024-05-03 2024-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 13,269 504 3.95 2,730 11.84 0.8797
2024-01-10 2023-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 12,765 1,028 8.76 2,440 16.86 0.8702
2023-10-19 2023-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 11,737 -93 -0.79 2,089 -0.95 0.8176
2023-07-14 2023-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 11,830 1,353 12.91 2,109 9.85 0.8177
2023-04-11 2023-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 10,477 191 1.86 1,920 10.03 0.7872
2023-01-19 2022-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 10,286 -571 -5.26 1,745 5.76 0.7521
2022-11-02 2022-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 10,857 549 5.33 1,649 -5.01 0.7298
2022-07-27 2022-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 10,308 10,308 1,736 0.7882
2022-04-23 2022-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 0 -7,461 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 SPDR GOLD TR GOLD SHS 78463V107 7,461 728 10.81 1,276 15.37 0.4862
2022-01-18 2021-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 52,227 45,494 8,929 0.4887
2021-10-13 2021-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 6,733 740 12.35 1,106 11.38 0.4678
2021-07-14 2021-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 5,993 1,397 30.40 993 32.75 0.4247
2021-04-20 2021-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 4,596 828 21.97 748 14.55 0.3360
2021-01-22 2020-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 3,768 1,151 43.98 653 40.73 0.3262
2020-10-14 2020-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,617 352 15.54 464 22.43 0.2634
2020-07-09 2020-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,265 353 18.46 379 30.69 0.2313
2020-04-09 2020-03-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 1,912 40 2.14 290 5.07 0.2211
2020-01-13 2019-12-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 1,872 0 0.00 276 5.34 0.1685
2019-10-22 2019-09-30 13F SPDR GOLD TRUST GOLD SHS 78463V107 1,872 148 8.58 262 14.91 0.1743
2019-07-15 2019-06-30 13F SPDR GOLD TRUST GOLD SHS 78463V107 1,724 -435 -20.15 228 -13.31 0.1594
2019-04-09 2019-03-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 2,159 2,159 263 0.1966
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.