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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
526
Pin Oak Investment Advisors
Texas
$774K – – –
MWM
527
Modera Wealth Management
New Jersey
$762K +$101K +800 +15%
OWD
528
Osborn Williams & Donohoe
Ohio
$758K – – –
WLIM
529
White Lighthouse Investment Management
Massachusetts
$753K +$37.8K +300 +5%
PAM
530
Pegasus Asset Management
New York
$752K -$39.7K -315 -5%
HSA
531
HBK Sorce Advisory
Pennsylvania
$748K -$43.1K -342 -5%
WAM
532
Weatherly Asset Management
California
$743K -$6.31K -50 -0.8%
GG
533
Gofen & Glossberg
Illinois
$743K – – –
NCM
534
Northside Capital Management
Oregon
$741K – – –
PP
535
Palladium Partners
Virginia
$739K +$25.2K +200 +4%
DWM
536
Dakota Wealth Management
Florida
$736K – – –
TCOV
537
Trust Company of Vermont
Vermont
$736K +$94.6K +750 +15%
ONB
538
Old National Bancorp
Indiana
$735K -$17.3K -137 -2%
AW
539
ACG Wealth
Georgia
$731K -$41.2K -327 -5%
JIC
540
Johnson Investment Counsel
Ohio
$727K -$101K -800 -12%
ADBIC
541
A.D. Beadell Investment Counsel
Wisconsin
$727K – – –
HB
542
Homrich & Berg
Georgia
$726K +$79K +626 +12%
WT
543
Washington Trust
Rhode Island
$725K +$42.4K +336 +6%
NCMW
544
Northern Capital Management (Wisconsin)
Wisconsin
$721K – – –
NVCHI
545
New Vernon Capital Holdings II
New Jersey
$721K +$343K +2,723 +90%
CP
546
Castleview Partners
Texas
$721K +$723K +5,729 New
MKC
547
M. Kraus & Co
Vermont
$717K – – –
Carson Wealth (CWM LLC)
548
Carson Wealth (CWM LLC)
Nebraska
$713K -$14.8K -117 -2%
G
549
GenTrust
Florida
$712K +$75.7K +600 +12%
CRC
550
Curi RMB Capital
Illinois
$711K +$493K +3,909 +224%