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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WFG
226
Windsor Financial Group
Minnesota
$5.3M -$105K -825 -2%
CG
227
Caprock Group
Idaho
$5.25M +$35.4K +278 +0.7%
EWM
228
Evercore Wealth Management
New York
$5.2M +$215K +1,685 +4%
UAS
229
United Asset Strategies
New York
$5.2M +$922K +7,239 +21%
CFS
230
Commonwealth Financial Services
West Virginia
$5.13M -$151K -1,187 -3%
USAA
231
United Services Automobile Association
Texas
$5.03M -$15.8K -124 -0.3%
DSAM
232
Dock Street Asset Management
Florida
$4.88M +$739K +5,800 +18%
VFA
233
Voya Financial Advisors
Connecticut
$4.86M +$746K +5,855 +18%
JIC
234
Johnson Investment Counsel
Ohio
$4.82M +$1.94M +15,237 +66%
WCM
235
Windward Capital Management
California
$4.8M -$46.7K -367 -1%
MP
236
Manifold Partners
California
$4.79M – – –
SP
237
Sarasin & Partners
United Kingdom
$4.78M +$4.85M +38,056 New
AAM
238
Alphadyne Asset Management
New York
$4.77M -$906K -7,112 -16%
Point72 Asset Management
239
Point72 Asset Management
Connecticut
$4.76M -$5.66M -44,400 -54%
FAAS
240
First Allied Advisory Services
California
$4.7M -$651K -5,107 -12%
IIA
241
IPG Investment Advisors
California
$4.58M +$1.1M +8,625 +31%
CDH
242
Charles D. Hyman
$4.57M -$10.8K -85 -0.2%
AI
243
ArchPoint Investors
Florida
$4.51M – – –
ANRF
244
Adams Natural Resources Fund
Maryland
$4.45M – – –
DADC
245
D.A. Davidson & Co
Montana
$4.45M +$14.4K +113 +0.3%
SIA
246
SeaBridge Investment Advisors
New Jersey
$4.28M +$4.33M +33,981 +33,981%
RFS
247
Rockefeller Financial Services
New York
$4.19M +$707K +5,547 +20%
HCM
248
Harvest Capital Management
New Hampshire
$4.19M +$4.57M +35,885 New
PVH
249
Psagot Value Holdings
Israel
$4.16M +$2.68M +21,040 +175%
FMT
250
First Mercantile Trust
Tennessee
$4.12M -$1.07M -8,438 -20%