SPDR Gold Shares
MX ˙ BMV ˙ US78463V1070
SecurityMX:GLD / SPDR Gold Shares
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership2,273 shares
Latest Disclosed Value $ 978,049
Winch Advisory Services, LLC ownership in GLD / SPDR Gold Shares

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 2,273 shares of SPDR Gold Shares (MX:GLD) valued at $978,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,273 shares of SPDR Gold Shares. This represents a change in shares of 0.00% 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.

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)
2026-04-30 2026-03-31 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 2,273 0 0.00 978 8.67 0.2233
2026-02-03 2025-12-31 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 2,273 0 0.00 901 11.52 0.1992
2025-11-12 2025-09-30 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 2,273 -100 -4.21 808 11.62 0.1818
2025-08-07 2025-06-30 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 2,373 -50 -2.06 723 3.58 0.1766
2025-05-06 2025-03-31 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 2,423 0 0.00 698 19.11 0.1846
2025-01-14 2024-12-31 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 2,423 200 9.00 587 8.52 0.1526
2024-10-21 2024-09-30 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 2,223 0 0.00 540 13.21 0.1494
2024-07-31 2024-06-30 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 2,223 0 0.00 478 4.38 0.1367
2024-05-14 2024-03-31 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 2,223 -7,132 -76.24 457 -74.44 0.1397
2024-01-18 2023-12-31 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 9,355 410 4.58 1,788 178,700.00 0.5931
2023-11-06 2023-09-30 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 8,945 43 0.48 2 0.00 0.5627
2023-08-08 2023-06-30 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 8,902 102 1.16 2 0.00 0.5699
2023-05-10 2023-03-31 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 8,800 131 1.51 2 0.00 0.6255
2023-01-26 2022-12-31 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 8,669 153 1.80 1 -99.92 0.6275
2022-10-31 2022-09-30 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 8,516 -95 -1.10 1,317 -9.24 0.5657
2022-08-12 2022-06-30 13F SPDR GOLD TRUST GOLD SHARES ETF 78463V107 8,611 39 0.45 1,451 -6.33 0.5921
2022-04-26 2022-03-31 13F SPDR GOLD TRUST GOLD SHS ETF ETF 78463V107 8,572 256 3.08 1,549 8.93 0.5386
2022-02-04 2021-12-31 13F SPDR GOLD TRUST GOLD SHS ETF ETF 78463V107 8,316 -317 -3.67 1,422 0.28 0.4702
2021-11-10 2021-09-30 13F SPDR GOLD TRUST GOLD SHS ETF ETF 78463V107 8,633 0 0.00 1,418 -0.84 0.4943
2021-08-05 2021-06-30 13F SPDR GOLD TRUST GOLD SHS ETF ETF 78463V107 8,633 -146 -1.66 1,430 1.85 0.5143
2021-05-03 2021-03-31 13F SPDR GOLD TRUST GOLD SHS ETF ETF 78463V107 8,779 198 2.31 1,404 -8.30 0.5627
2021-02-09 2020-12-31 13F SPDR GOLD TRUST GOLD SHS ETF ETF 78463V107 8,581 977 12.85 1,531 13.66 0.6362
2020-11-04 2020-09-30 13F SPDR GOLD TRUST GOLD SHS ETF GOLD ETF 78463V107 7,604 2,124 38.76 1,347 46.89 0.5703
2020-08-12 2020-06-30 13F SPDR GOLD TRUST GOLD SHS ETF GOLD ETF 78463V107 5,480 -60 -1.08 917 11.83 0.4359
2020-05-13 2020-03-31 13F SPDR GOLD TRUST GOLD SHS ETF GOLD ETF 78463V107 5,540 65 1.19 820 4.86 0.4078
2020-02-12 2019-12-31 13F SPDR GOLD TRUST GOLD SHS ETF GOLD ETF 78463V107 5,475 -1,026 -15.78 782 -13.40 0.3709
2019-11-13 2019-09-30 13F SPDR GOLD TRUST GOLD SHS ETF GOLD ETF 78463V107 6,501 -95 -1.44 903 2.73 0.4702
2019-08-07 2019-06-30 13F SPDR GOLD TRUST GOLD SHS ETF GOLD ETF 78463V107 6,596 132 2.04 879 11.41 0.4580
2019-05-13 2019-03-31 13F SPDR GOLD TRUST GOLD SHS ETF GOLD ETF 78463V107 6,464 -72 -1.10 789 -0.38 0.4362
2019-02-05 2018-12-31 13F SPDR GOLD TR GOLD SHS GOLD SHS ETF GOLD ETF 78463V107 6,536 -112 -1.68 792 5.60 0.4406
2018-11-13 2018-09-30 13F SPDR GOLD TR GOLD SHS GOLD SHS ETF GOLD ETF 78463V107 6,648 -336 -4.81 750 -9.53 0.3769
2018-08-13 2018-06-30 13F SPDR GOLD TR GOLD SHS GOLD SHS ETF GOLD ETF 78463V107 6,984 78 1.13 829 -4.60 0.4467
2018-05-11 2018-03-31 13F SPDR GOLD TR GOLD SHS GOLD SHS ETF GOLD ETF 78463V107 6,906 -3,271 -32.14 869 -30.92 0.5091
2018-02-13 2017-12-31 13F SPDR GOLD TR GOLD SHS ETF GOLD ETF 78463V107 10,177 132 1.31 1,258 3.03 0.7564
2017-11-13 2017-09-30 13F SPDR GOLD TR GOLD SHS ETF GOLD ETF 78463V107 10,045 -1,948 -16.24 1,221 -13.71 0.7942
2017-08-07 2017-06-30 13F SPDR Gold Shares Trust ETF GOLD ETF 78463V107 11,993 -484 -3.88 1,415 -4.46 0.8904
2017-05-01 2017-03-31 13F SPDR GOLD TRUST SHS GOLD ETF 78463V107 12,477 629 5.31 1,481 14.01 0.9398
2017-01-19 2016-12-31 13F SPDR GOLD TR GOLD SHS ETF GOLD ETF 78463V107 11,848 -20,038 -62.84 1,299 -67.57 0.8939
2016-11-02 2016-09-30 13F SPDR GOLD TR GOLD SHS ETF GOLD ETF 78463V107 31,886 18,549 139.08 4,006 137.46 3.2658
2016-08-10 2016-06-30 13F SPDR GOLD TR GOLD SHS ETF GOLD ETF 78463V107 13,337 13,077 5,029.62 1,687 5,341.94 2.0459
2016-05-12 2016-03-31 13F SPDR GOLD TR GOLD SHS ETF GOLD ETF 78463V107 260 260 31 0.0500
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.