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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2851
Bullock Wealth Management
Indiana
$173K – – –
PSFG
2852
Park Square Financial Group
Georgia
$172K +$2.49K +6 +1%
HIW
2853
Holos Integrated Wealth
Pennsylvania
$170K – – –
NECFA
2854
New England Capital Financial Advisors
Connecticut
$169K – – –
MG
2855
MilWealth Group
Wisconsin
$168K – – –
BSB
2856
Bangor Savings Bank
Maine
$166K – – –
BCM
2857
Boreal Capital Management
Florida
$166K +$186K +450 New
EWM
2858
Evermay Wealth Management
Virginia
$163K -$22.8K -55 -11%
TCM
2859
Tradewinds Capital Management
Washington
$163K +$5.39K +13 +3%
CMA
2860
Cedar Mountain Advisors
Oregon
$163K – – –
TCM
2861
Triumph Capital Management
Colorado
$159K +$16.2K +39 +10%
RF
2862
Roxbury Financial
New Jersey
$159K +$20.7K +50 +13%
GWM
2863
Gilpin Wealth Management
Colorado
$159K – – –
OCM
2864
Osterweis Capital Management
California
$157K – – –
HCMG
2865
Howard Capital Management Group
California
$155K – – –
AIM
2866
Acropolis Investment Management
Missouri
$151K – – –
SWA
2867
SOA Wealth Advisors
New York
$146K -$23.6K -57 -13%
CVM
2868
Cheviot Value Management
California
$146K -$15.3K -37 -9%
LAS
2869
Lloyd Advisory Services
Georgia
$146K +$139K +335 +549%
SN
2870
Sittner & Nelson
Oregon
$145K – – –
KCM
2871
Key Capital Management
Tennessee
$143K +$51.4K +124 +47%
HPWM
2872
High Point Wealth Management
New Jersey
$142K – – –
ZBNA
2873
Zions Bancorporation, National Association
Utah
$142K – – –
TCM
2874
TD Capital Management
Tennessee
$138K -$7.87K -19 -5%
UBS AM
2875
UBS AM
Illinois
$137K -$6.21K -15 -4%