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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
2801
Chilton Investment Company
Connecticut
$203K +$8.7K +21 +4%
IAA
2802
Ironsides Asset Advisors
North Carolina
$203K – – –
JBW
2803
Journey Beyond Wealth
Georgia
$203K – – –
LFP
2804
Lakeshore Financial Planning
Michigan
$202K – – –
SWGC
2805
Summit Wealth Group (Colorado)
Colorado
$201K -$116K -280 -34%
ANBT
2806
American National Bank & Trust
Texas
$201K +$12K +29 +6%
SRWM
2807
Shira Ridge Wealth Management
California
$200K +$1.66K +4 +0.7%
JDLA
2808
J. Derek Lewis & Associates
California
$200K +$11.2K +27 +5%
WBC
2809
West Branch Capital
Massachusetts
$198K – – –
MP
2810
McDonald Partners
Ohio
$197K +$222K +536 New
SWIM
2811
Smallwood Wealth Investment Management
New Jersey
$193K – – –
CCMI
2812
Creative Capital Management Investments
California
$192K +$58K +140 +37%
RRMM
2813
Regatta Research & Money Management
Louisiana
$188K +$212K +511 New
GKIM
2814
GW&K Investment Management
Massachusetts
$186K +$146K +353 +232%
FLP
2815
Financial Life Planners
Arizona
$184K +$5.39K +13 +3%
MCP
2816
Miller Capital Partners
Michigan
$184K – – –
PFSC
2817
Peoples Financial Services Corp
Pennsylvania
$184K – – –
RVM
2818
Robinson Value Management
Texas
$184K – – –
MBFW
2819
Morton Brown Family Wealth
Pennsylvania
$182K – – –
SA
2820
Seneschal Advisors
Washington
$181K +$1.66K +4 +0.8%
OSNBOA
2821
Old Second National Bank of Aurora
Illinois
$180K – – –
BCM
2822
Birch Capital Management
Texas
$180K – – –
SIA
2823
Strategic Investment Advisors
Michigan
$177K -$19.9K -48 -9%
EWP
2824
Elevation Wealth Partners
California
$176K – – –
BWM
2825
Bullock Wealth Management
Indiana
$173K +$193K +467 New
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113
114 115