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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2826
Rooted Wealth Advisors
Illinois
$203K – – –
CIC
2827
Chilton Investment Company
Connecticut
$203K +$8.7K +21 +4%
IAA
2828
Ironsides Asset Advisors
North Carolina
$203K – – –
JBW
2829
Journey Beyond Wealth
Georgia
$203K – – –
LFP
2830
Lakeshore Financial Planning
Michigan
$202K – – –
SWGC
2831
Summit Wealth Group (Colorado)
Colorado
$201K -$116K -280 -34%
ANBT
2832
American National Bank & Trust
Texas
$201K +$12K +29 +6%
SRWM
2833
Shira Ridge Wealth Management
California
$200K +$1.66K +4 +0.7%
JDLA
2834
J. Derek Lewis & Associates
California
$200K +$11.2K +27 +5%
WBC
2835
West Branch Capital
Massachusetts
$198K – – –
MP
2836
McDonald Partners
Ohio
$197K +$222K +536 New
SWIM
2837
Smallwood Wealth Investment Management
New Jersey
$193K – – –
CCMI
2838
Creative Capital Management Investments
California
$192K +$58K +140 +37%
RRMM
2839
Regatta Research & Money Management
Louisiana
$188K +$212K +511 New
GKIM
2840
GW&K Investment Management
Massachusetts
$186K +$146K +353 +232%
FLP
2841
Financial Life Planners
Arizona
$184K +$5.39K +13 +3%
MCP
2842
Miller Capital Partners
Michigan
$184K – – –
PFSC
2843
Peoples Financial Services Corp
Pennsylvania
$184K – – –
RVM
2844
Robinson Value Management
Texas
$184K – – –
MBFW
2845
Morton Brown Family Wealth
Pennsylvania
$182K – – –
SA
2846
Seneschal Advisors
Washington
$181K +$1.66K +4 +0.8%
OSNBOA
2847
Old Second National Bank of Aurora
Illinois
$180K – – –
BCM
2848
Birch Capital Management
Texas
$180K – – –
SIA
2849
Strategic Investment Advisors
Michigan
$177K -$19.9K -48 -9%
EWP
2850
Elevation Wealth Partners
California
$176K – – –