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SPDR Gold Shares (GLD)

Gold · Benchmark: LBMA Gold Price · Domiciled in US

AUM
$402.8B
Expense ratio
17.00%
Inception
2001-03-15
VMCI-Composite
63/100
5y CAGR
12.4%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

SPDR Gold Shares — analysis

SPDR Gold Shares (GLD) is the gold ETF that holds $402.8B in assets, charging 17 bps per year against a LBMA Gold Price. The fund inception date is 2001-03-15, which gives the strategy roughly 25 years of live track record on the ValueMarkers screen.

VMCI-Composite read on GLD: 63/100. The metric distills 120 indicators across each of the top-10 underlying companies into a single fund-level score, comparable across the gold cohort. Tilt: above-average composite quality.

Performance read on GLD: 5y CAGR of 12.4%, above the 12.0% benchmark print. Trailing 1y -8.6%, 3y CAGR 10.4%, YTD 11.4%.

GLD distribution profile: 1.90% yield, 1.4% 5y distribution CAGR. Income buyers typically weigh the two against each other when sizing positions in the gold sleeve.

GLD structure read: 31% concentration in top 10, Technology leading at 34%, and AAPL the top single-name position at 3.74%.

Comparison set on GLD: IAU, GDX. With three peers each operating in the gold bucket, the active question for the buyer is which methodology and which cost line wins on a five-year, after-tax basis.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.74%59
2MSFT3.54%87
3NVDA3.69%56
4AMZN3.34%63
5GOOGL3.09%49
6META3.09%50
7BRK-B2.99%71
8TSLA2.69%79
9V2.64%51
10JPM2.54%70
11UNH2.24%76
12XOM2.04%63
13JNJ2.04%55
14PG1.79%74
15MA1.74%47
16HD1.50%55
17MRK1.30%89
18AVGO1.30%62
19PEP1.05%48
20COST0.85%40
21KO1.00%89
22WMT0.65%77
23BAC0.40%57
24CVX0.55%50
25ADBE0.20%69

Performance & income

YTD
11.4%
1y total return
-8.6%
3y CAGR
10.4%
5y CAGR vs benchmark
12.4% / 12.0%
Dividend yield
1.90%
5y distribution CAGR
1.4%

Comparable ETFs

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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