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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Modern Wealth Management
Kansas
$6.2M +$109K +343 +2%
PPWM
627
Perissos Private Wealth Management
Oklahoma
$6.2M +$2.09M +6,550 +60%
SWM
628
Segment Wealth Management
Texas
$6.18M +$68.5K +215 +1%
B
629
Barings
North Carolina
$6.17M – – –
GCM
630
GKV Capital Management
California
$6.17M -$125K -391 -2%
OA
631
Oxbow Advisors
Texas
$6.16M -$25.5K -80 -0.5%
PCG
632
Prosperity Consulting Group
Maryland
$6.15M +$494K +1,550 +10%
WAM
633
Weatherly Asset Management
California
$6.13M +$65.6K +206 +1%
QC
634
Quent Capital
New York
$6.13M -$78.4K -246 -1%
CWM
635
Cabot Wealth Management
Massachusetts
$6.1M -$84.1K -264 -2%
CWS
636
Confluence Wealth Services
Pennsylvania
$6.07M +$81.6K +256 +2%
SG
637
StoneX Group
New York
$6.05M +$2.12M +6,655 +64%
HL
638
HeadInvest LLC
Maine
$6.05M +$863K +2,707 +19%
BM
639
Bridger Management
New York
$6.04M +$5.42M +17,000 New
KJWM
640
Kiley Juergens Wealth Management
Washington
$6.04M +$102K +319 +2%
VAG
641
VisionPoint Advisory Group
Texas
$6.03M -$233K -731 -4%
NAS
642
NWF Advisory Services
California
$5.96M +$953K +2,992 +22%
FHWM
643
Fox Hill Wealth Management
Massachusetts
$5.96M -$31.5K -99 -0.6%
YIA
644
YHB Investment Advisors
Connecticut
$5.91M +$63.7K +200 +1%
TSW
645
Thompson Siegel & Walmsley
Virginia
$5.86M – – –
CWM
646
Cornerstone Wealth Management
Missouri
$5.84M +$901K +2,827 +21%
PCA
647
Peddock Capital Advisors
Massachusetts
$5.84M -$33.1K -104 -0.6%
RA
648
RFG Advisory
Alabama
$5.82M +$578K +1,813 +12%
CBA
649
Coastal Bridge Advisors
Connecticut
$5.81M – – –
SVWAG
650
Sound View Wealth Advisors Group
Georgia
$5.8M +$97.5K +306 +2%
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