SPDR Gold Shares
MX ˙ BMV ˙ US78463V1070
SecurityMX:GLD / SPDR Gold Shares
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership3,694 shares
Latest Disclosed Value $ 1,589,491
WealthPLAN Partners, LLC reports 8.11% decrease in ownership of GLD / SPDR Gold Shares

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 3,694 shares of SPDR Gold Shares (MX:GLD) valued at $1,589,491 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,020 shares of SPDR Gold Shares. This represents a change in shares of -8.11% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 3,694 -326 -8.11 1,589 -0.25 0.2591
2026-02-12 2025-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 4,020 1,370 51.70 1,593 69.29 0.2380
2025-10-27 2025-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,650 92 3.60 942 20.80 0.1412
2025-07-28 2025-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,558 -397 -13.43 780 -8.46 0.1255
2025-05-12 2025-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,955 51 1.76 851 21.05 0.1200
2025-01-30 2024-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,904 1,096 60.62 703 60.14 0.0997
2024-11-05 2024-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 1,808 -307 -14.52 439 -3.30 0.0590
2024-08-09 2024-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,115 -2,124 -50.11 455 -47.94 0.0488
2024-05-07 2024-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 4,239 -19 -0.45 872 7.13 0.0903
2024-01-05 2023-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 4,258 6 0.14 814 11.66 0.0837
2023-11-02 2023-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 4,252 -3,211 -43.03 729 -45.19 0.0847
2023-07-31 2023-06-30 13F SPDR Gold Shares Stock/ETF 78463V107 7,463 -1,329 -15.12 1,330 -17.39 0.1882
2023-05-10 2023-03-31 13F SPDR Gold Shares Stock/ETF 78463V107 8,792 -2,020 -18.68 1,611 -13.72 0.1833
2023-02-16 2022-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 10,812 8,200 313.94 1,866 303.90 0.1304
2022-05-03 2022-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,612 133 5.37 462 10.79 0.0321
2022-02-01 2021-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,479 55 2.27 417 3.22 0.0275
2021-12-09 2021-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,424 -10 -0.41 404 1.25 0.0269
2021-08-19 2021-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,434 115 4.96 399 3.37 0.0281
2021-05-11 2021-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,319 485 26.44 386 25.32 0.0300
2021-02-09 2020-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 1,834 343 23.00 308 17.56 0.0262
2020-12-18 2020-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 1,491 43 2.97 262 -1.13 0.0255
2020-08-19 2020-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 1,448 1,448 265 0.0274
2017-08-11 2017-06-30 13F SPDR GOLD Common Stock 78463V107 0 -350 -100.00 0 -100.00
2017-04-19 2017-03-31 13F SPDR GOLD Common Stock 78463V107 350 -1,177 -77.08 42 -77.72 0.1454
2016-12-09 2016-09-30 13F SPDR GOLD Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 78463V107 1,527 -19,180 -92.63 185 -91.64 0.0601
2016-08-08 2016-06-30 13F Spdr Gold Trust Gold Shares ETF 78463V107 20,707 19,543 1,678.95 2,202 7,493.10 0.2826
2016-03-24 2015-12-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 1,164 726 165.75 29 -40.82 0.0048
2015-08-10 2015-06-30 13F SPDR GOLD TRUST GOLD SHS 78463V107 438 150 52.08 49 48.48 0.0214
2015-05-04 2015-03-31 13F Spdr Gold Trust Gold Shares ETF 78463V107 288 288 33 0.0154
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.