SPDR Gold Shares
MX ˙ BMV ˙ US78463V1070
SecurityMX:GLD / SPDR Gold Shares
InstitutionJupiter Wealth Management LLC
Latest Disclosed Ownership4,145 shares
Latest Disclosed Value $ 1,784,423
Jupiter Wealth Management LLC reports 19.44% decrease in ownership of GLD / SPDR Gold Shares

On May 14, 2026 - Jupiter Wealth Management LLC filed a 13F-HR form disclosing ownership of 4,145 shares of SPDR Gold Shares (MX:GLD) valued at $1,784,423 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,145 shares of SPDR Gold Shares. This represents a change in shares of -19.44% 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 Trust - 78463V107 4,145 -1,000 -19.44 1,784 -23.17 0.7053
2026-02-13 2025-12-31 13F SPDR Gold Trust - 78463V107 5,145 3,885 308.33 2,322 419.46 1.0341
2025-11-14 2025-09-30 13F SPDR Gold Trust - 78463V107 1,260 610 93.85 448 123.50 0.2116
2025-08-14 2025-06-30 13F SPDR Gold Trust - 78463V107 650 650 201 0.1015
2020-11-19 2020-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 0 -11,000 -100.00 0 -100.00
2020-08-17 2020-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 11,000 0 0.00 1,880 6.94 0.9407
2020-05-04 2020-03-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 11,000 0 0.00 1,758 9.67 1.0237
2020-01-17 2019-12-31 13F SPDR GOLD TRUST GOLD SHS 78463V107 11,000 0 0.00 1,603 4.91 0.7753
2019-10-31 2019-09-30 13F SPDR GOLD TRUST GOLD SHS 78463V107 11,000 11,000 1,528 0.8161
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.