SPDR Gold Shares
MX ˙ BMV ˙ US78463V1070
SecurityMX:GLD / SPDR Gold Shares
InstitutionWealthspan Partners, Llc
Latest Disclosed Ownership2,463 shares
Latest Disclosed Value $ 1,059,804
Wealthspan Partners, Llc reports 1.57% increase in ownership of GLD / SPDR Gold Shares

On April 8, 2026 - Wealthspan Partners, Llc filed a 13F-HR form disclosing ownership of 2,463 shares of SPDR Gold Shares (MX:GLD) valued at $1,059,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,425 shares of SPDR Gold Shares. This represents a change in shares of 1.57% 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)
2026-04-08 2026-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,463 38 1.57 1,060 10.20 0.3734
2026-01-27 2025-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,425 -93 -3.69 961 7.37 0.3491
2025-11-03 2025-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,518 0 0.00 895 16.69 0.3417
2025-07-28 2025-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,518 -202 -7.43 768 -2.04 0.3173
2025-04-21 2025-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,720 -9 -0.33 784 18.64 0.3619
2025-01-24 2024-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,729 14 0.52 661 0.15 0.3156
2024-11-04 2024-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,715 10 0.37 660 13.43 0.3257
2024-07-22 2024-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,705 -44 -1.60 582 2.83 0.3209
2024-04-29 2024-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,749 387 16.38 566 25.28 0.3333
2024-01-29 2023-12-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,362 -67 -2.76 452 8.41 0.3162
2023-11-01 2023-09-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,429 -109 -4.29 416 -7.96 0.3289
2023-08-08 2023-06-30 13F SPDR GOLD TR GOLD SHS 78463V107 2,538 67 2.71 452 0.00 0.3569
2023-04-21 2023-03-31 13F SPDR GOLD TR GOLD SHS 78463V107 2,471 -9 -0.36 453 7.62 0.3868
2023-02-13 2022-12-31 13F SPDR GOLD SHARES ETF 78463V107 2,480 170 7.36 421 17.65 0.3828
2022-11-14 2022-09-30 13F SPDR GOLD SHARES ETF 78463V107 2,310 0 0.00 357 -8.23 0.3695
2022-08-11 2022-06-30 13F SPDR GOLD SHARES ETF 78463V107 2,310 -4 -0.17 389 -6.94 0.4019
2022-05-12 2022-03-31 13F SPDR GOLD SHARES ETF 78463V107 2,314 14 0.61 418 6.36 0.3791
2022-02-15 2021-12-31 13F SPDR GOLD SHARES ETF 78463V107 2,300 2,300 393 0.3474
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.