SPDR Gold Shares
MX ˙ BMV ˙ US78463V1070
SecurityMX:GLD / SPDR Gold Shares
InstitutionKeystone Financial Group
Latest Disclosed Ownership5,659 shares
Latest Disclosed Value $ 2,435,007
Keystone Financial Group reports 11.00% increase in ownership of GLD / SPDR Gold Shares

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 5,659 shares of SPDR Gold Shares (MX:GLD) valued at $2,435,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,098 shares of SPDR Gold Shares. This represents a change in shares of 11.00% 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)
2026-05-13 2026-03-31 13F SPDR GOLD TR Equtities 78463V107 5,659 561 11.00 2,435 20.54 0.1638
2026-02-06 2025-12-31 13F SPDR GOLD Equities 78463V107 5,098 1,582 44.99 2,020 61.73 0.1494
2025-11-17 2025-09-30 13F/A-1 SPDR GOLD Common Stock 78463V107 3,516 127 3.75 1,250 20.91 0.0955
2025-11-14 2025-09-30 13F SPDR GOLD Common Stock 78463V107 3,389 0 1,033 0.0821
2025-08-13 2025-06-30 13F SPDR GOLD Common Stock 78463V107 3,389 848 33.37 1,033 41.12 0.0932
2025-05-13 2025-03-31 13F SPDR GOLD Common Stock 78463V107 2,541 229 9.90 732 30.95 0.0744
2025-02-13 2024-12-31 13F SPDR GOLD Common Stock 78463V107 2,312 97 4.38 560 3.90 0.0551
2025-02-19 2024-09-30 13F/A-3 SPDR GOLD Common Stock 78463V107 2,215 240 12.15 538 26.89 0.0689
2025-02-18 2024-09-30 13F/A-2 SPDR GOLD Common Stock 78463V107 9,486 7,511 536 0.0697
2024-11-12 2024-09-30 13F SPDR GOLD Common Stock 78463V107 2,215 240 538 0.1777
2024-07-31 2024-06-30 13F SPDR GOLD Common Stock 78463V107 1,975 91 4.83 425 9.56 0.1521
2024-05-08 2024-03-31 13F SPDR GOLD Common Stock 78463V107 1,884 118 6.68 388 14.84 0.0565
2024-02-14 2023-12-31 13F/A-1 SPDR GOLD Common Stock 78463V107 1,766 -410 -18.84 338 -9.65 0.0587
2024-02-09 2023-12-31 13F SPDR GOLD Common Stock 78463V107 1,766 -410 338 0.0587
2023-11-06 2023-09-30 13F SPDR GOLD Common Stock 78463V107 2,176 385 21.50 373 16.93 0.0625
2023-08-07 2023-06-30 13F SPDR GOLD Common Stock 78463V107 1,791 267 17.52 319 23.64 0.0543
2023-02-07 2022-12-31 13F SPDR GOLD Common Stock 78463V107 1,524 -16 -1.04 258 8.40 0.0510
2022-11-10 2022-09-30 13F SPDR GOLD Common Stock 78463V107 1,540 -170 -9.94 238 -17.36 0.0483
2022-08-05 2022-06-30 13F SPDR GOLD Common Stock 78463V107 1,710 280 19.58 288 11.63 0.0571
2022-05-13 2022-03-31 13F SPDR GOLD Common Stock 78463V107 1,430 -341 -19.25 258 -14.85 0.0438
2022-02-11 2021-12-31 13F SPDR GOLD Common Stock 78463V107 1,771 60 3.51 303 7.83 0.0497
2021-11-12 2021-09-30 13F SPDR GOLD Common Stock 78463V107 1,711 -317 -15.63 281 -16.37 0.0508
2021-08-13 2021-06-30 13F SPDR GOLD Common Stock 78463V107 2,028 52 2.63 336 6.33 0.0609
2021-05-11 2021-03-31 13F SPDR GOLD Common Stock 78463V107 1,976 84 4.44 316 -6.23 0.0616
2021-02-10 2020-12-31 13F SPDR GOLD Common Stock 78463V107 1,892 95 5.29 337 5.97 0.0701
2020-11-13 2020-09-30 13F SPDR GOLD Common Stock 78463V107 1,797 1,797 318 0.0781
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.