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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
801
High Net Worth Advisory Group
Florida
$1.27M +$179K +1,109 +17%
GKWIM
802
Gerber Kawasaki Wealth & Investment Management
California
$1.27M -$236K -1,465 -16%
BP
803
BBR Partners
New York
$1.26M -$2.51M -15,611 -68%
FMN
804
Financial Management Network
California
$1.26M -$23.2K -144 -2%
RPCA
805
Running Point Capital Advisors
California
$1.25M -$103K -639 -8%
EWA
806
Encompass Wealth Advisors
Oregon
$1.24M – – –
ULWM
807
Upper Left Wealth Management
Florida
$1.24M -$147K -913 -11%
HWMA
808
Heritage Wealth Management (Arizona)
Arizona
$1.24M +$552K +3,426 +89%
QWM
809
QP Wealth Management
New Jersey
$1.23M -$618K -3,835 -35%
BFS
810
Bard Financial Services
Connecticut
$1.23M +$20.1K +125 +2%
HI
811
Harper Investing
California
$1.23M -$1.64M -10,186 -58%
LDFR
812
Lehman & Derafelo Financial Resources
Pennsylvania
$1.23M – – –
VFA
813
Valeo Financial Advisors
Indiana
$1.23M +$532K +3,303 +84%
OWM
814
OneAscent Wealth Management
Alabama
$1.22M +$721K +4,476 +165%
LNWWM
815
Laird Norton Wetherby Wealth Management
California
$1.22M -$15K -93 -1%
CAC
816
Certified Advisory Corp
Florida
$1.21M +$67.5K +419 +6%
PFO
817
Pathstone Family Office
New Jersey
$1.21M -$2.74K -17 -0.2%
GWM
818
GSB Wealth Management
Connecticut
$1.21M -$495K -3,076 -30%
PA
819
Procyon Advisors
Connecticut
$1.2M +$80.2K +498 +8%
GG
820
Gofen & Glossberg
Illinois
$1.2M +$2.9K +18 +0.3%
MAM
821
Madison Asset Management
Wisconsin
$1.19M -$135K -837 -11%
FNWM
822
Financial Network Wealth Management
Utah
$1.19M -$5.64K -35 -0.5%
BCV
823
Banque Cantonale Vaudoise
Switzerland
$1.19M +$4.19K +26 +0.4%
HTC
824
Haverford Trust Company
Pennsylvania
$1.19M – – –
NLG
825
New Legacy Group
New York
$1.19M – – –