SPDR Gold Shares
MX ˙ BMV ˙ US78463V1070
SecurityMX:GLD / SPDR Gold Shares
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership6,456 shares
Latest Disclosed Value $ 2,777,952
Ritholtz Wealth Management reports 10.02% increase in ownership of GLD / SPDR Gold Shares

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 6,456 shares of SPDR Gold Shares (MX:GLD) valued at $2,777,952 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 5,868 shares of SPDR Gold Shares. This represents a change in shares of 10.02% 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)
2026-04-20 2026-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 6,456 588 10.02 2,778 19.44 0.0482
2026-01-23 2025-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 5,868 617 11.75 2,326 24.60 0.0424
2025-10-28 2025-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 5,251 -670 -11.32 1,867 3.44 0.0363
2025-07-28 2025-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 5,921 -31 -0.52 1,805 5.19 0.0398
2025-04-17 2025-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 5,952 -137 -2.25 1,715 16.35 0.0512
2025-01-15 2024-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 6,089 44 0.73 1,474 0.34 0.0433
2024-10-10 2024-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 6,045 611 11.24 1,469 25.77 0.0443
2024-08-01 2024-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 5,434 -115 -2.07 1,168 2.37 0.0385
2024-04-24 2024-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 5,549 -1,749 -23.97 1,142 -18.21 0.0394
2024-01-18 2023-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 7,298 33 0.45 1,395 12.05 0.0541
2023-10-13 2023-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 7,265 3,494 92.65 1,246 85.27 0.0559
2023-07-17 2023-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 3,771 452 13.62 672 10.53 0.0302
2023-04-20 2023-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 3,319 -80 -2.35 608 5.56 0.0303
2023-01-19 2022-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 3,399 -300 -8.11 577 0.70 0.0322
2022-10-19 2022-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 3,699 -1,378 -27.14 572 -33.10 0.0304
2022-07-15 2022-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 5,077 -305 -5.67 855 -12.04 0.0539
2022-04-14 2022-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 5,382 -3,651 -40.42 972 -37.05 0.0657
2022-01-18 2021-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 9,033 170 1.92 1,544 6.12 0.0960
2021-10-14 2021-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 8,863 2,329 35.64 1,455 34.47 0.1009
2021-07-20 2021-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 6,534 -796 -10.86 1,082 -7.76 0.0779
2021-05-12 2021-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 7,330 521 7.65 1,173 -3.38 0.0977
2021-01-19 2020-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 6,809 -1,061 -13.48 1,214 -12.91 0.1162
2020-10-23 2020-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 7,870 1,561 24.74 1,394 32.01 0.1566
2020-07-15 2020-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 6,309 43 0.69 1,056 13.79 0.1360
2020-04-09 2020-03-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 6,266 -228 -3.51 928 0.00 0.1487
2020-01-17 2019-12-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 6,494 -430 -6.21 928 -3.53 0.1354
2019-10-17 2019-09-30 13F SPDR GOLD TRUST GOLD SHS 78463V107 6,924 342 5.20 962 9.69 0.1562
2019-07-15 2019-06-30 13F SPDR GOLD TRUST GOLD SHS 78463V107 6,582 -1,802 -21.49 877 -14.27 0.1498
2019-04-12 2019-03-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 8,384 702 9.14 1,023 9.88 0.1874
2019-01-18 2018-12-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 7,682 -50 -0.65 931 6.77 0.2110
2018-10-12 2018-09-30 13F SPDR GOLD TRUST GOLD SHS 78463V107 7,732 -725 -8.57 872 -13.06 0.2208
2018-07-12 2018-06-30 13F SPDR GOLD TRUST GOLD SHS 78463V107 8,457 -2,875 -25.37 1,003 -29.61 0.2725
2018-04-17 2018-03-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 11,332 -1,228 -9.78 1,425 -8.24 0.4072
2018-01-23 2017-12-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 12,560 12,560 1,553 0.4602
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.