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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
2701
Lagoda Investment Management
New York
$258K – – –
MFGM
2702
Marshall Financial Group (Maryland)
Maryland
$257K – – –
COCM
2703
Charter Oak Capital Management
New Hampshire
$257K +$247K +648 New
BCM
2704
Brasada Capital Management
Texas
$256K – – –
PFG
2705
Putney Financial Group
California
$256K – – –
CF
2706
Claris Financial
Virginia
$256K +$1.91K +5 +0.8%
AGWCA
2707
Annis Gardner Whiting Capital Advisors
Florida
$256K +$247K +647 New
CHA
2708
Cooper/Haims Advisors
New York
$256K +$247K +647 New
CNBT
2709
Canandaigua National Bank & Trust
New York
$256K -$1.91K -5 -0.8%
KCM
2710
Key Capital Management
Tennessee
$256K +$246K +645 New
PRRFG
2711
Paul R. Ried Financial Group
Washington
$255K -$28.3K -74 -10%
CIM
2712
Contravisory Investment Management
Massachusetts
$255K – – –
WMS
2713
Wealth Management Strategies
Pennsylvania
$255K +$22.9K +60 +10%
ACM
2714
Alessandra Capital Management
California
$254K +$245K +641 New
LWA
2715
Lantern Wealth Advisors
New York
$254K – – –
TIM
2716
Total Investment Management
Arizona
$253K – – –
AZ
2717
Alpha Zero
Florida
$252K +$243K +637 New
JFG
2718
Juno Financial Group
Virginia
$252K +$243K +636 New
NCM
2719
Novare Capital Management
North Carolina
$251K -$28.6K -75 -11%
RWA
2720
Rooted Wealth Advisors
Illinois
$251K -$6.49K -17 -3%
SGC
2721
Slocum, Gordon & Co
Rhode Island
$250K +$4.58K +12 +2%
STFP
2722
Signal Tree Financial Partners
Ohio
$248K – – –
WFG
2723
Wills Financial Group
Virginia
$248K – – –
SSWM
2724
Smith Salley Wealth Management
North Carolina
$248K – – –
BIM
2725
Baldwin Investment Management
Pennsylvania
$248K – – –
107 108
109
110 111