10-QPeriod: Q2 FY2024

SPDR GOLD TRUST Quarterly Report for Q2 Ended Mar 31, 2024

Filed May 8, 2024For Securities:GLD

Summary

SPDR Gold Trust (GLD) reported its first quarter 2024 financial results, reflecting a significant increase in the value of its gold holdings driven by favorable market conditions. The Trust saw its Net Assets grow from approximately $52.5 billion at the end of the prior fiscal year to nearly $59.1 billion as of March 31, 2024. This appreciation is primarily due to a substantial unrealized gain on its gold investments, underscoring the Trust's role as a direct investment vehicle for gold bullion. Despite the increase in asset value, the Trust experienced a net decrease in the number of outstanding shares during the period, with redemptions exceeding creations. Expenses, primarily sponsor fees, remained a consistent factor, though the Trust effectively manages these by selling small amounts of gold. Investors should note that the Trust's performance is directly tied to the price of gold, and the reported figures reflect both realized and unrealized gains/losses on its gold holdings.

Financial Statements
Beta
Operating Expenses$55.88M
Net Income$3.92B
EPS (Basic)$13.40
Shares Outstanding (Basic)292.49M

Key Highlights

  • 1Net Assets increased significantly by approximately $6.56 billion, reaching $59.08 billion as of March 31, 2024, up from $52.52 billion at the end of the previous fiscal year.
  • 2The Trust experienced a net decrease in outstanding shares from 302,700,000 to 288,200,000 during the quarter.
  • 3Total investments in gold (at fair value) rose to $59.10 billion from $52.54 billion, reflecting an increase in the market price of gold.
  • 4The Trust recorded a substantial net realized and unrealized gain on its gold investment of $9.30 million for the six months ended March 31, 2024.
  • 5For the three months ended March 31, 2024, the Trust reported a net income of $3.92 million, or $13.40 per share.
  • 6Total return at Net Asset Value for the three months ended March 31, 2024, was 7.26%, while the total return at Market Value was 7.61%.

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