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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1051
Morton Capital Management
California
$803K -$128K -726 -14%
LB
1052
Leo Brokerage
Texas
$800K +$768K +4,366 New
SM
1053
Sweeney & Michel
California
$798K +$770K +4,375 New
BIAS
1054
Beacon Investment Advisory Services
New Jersey
$792K -$55.6K -316 -7%
MGIA
1055
Moneta Group Investment Advisors
Missouri
$788K +$258K +1,468 +52%
FWP
1056
FAS Wealth Partners
Kansas
$788K -$23.2K -132 -3%
PJSIMP
1057
P.J. Schmidt Investment Management (PJS)
Wisconsin
$785K – – –
SW
1058
SkyOak Wealth
Michigan
$784K -$84.5K -480 -10%
CCB
1059
Country Club Bank
Missouri
$784K +$17.6K +100 +2%
OIM
1060
Oder Investment Management
California
$782K – – –
WP
1061
WealthSpring Partners
California
$782K – – –
GC
1062
Giverny Capital
Quebec, Canada
$781K – – –
WW
1063
Westshore Wealth
California
$781K – – –
MIA
1064
MMBG Investment Advisors
Florida
$779K – – –
VAS
1065
Vestmark Advisory Solutions
Massachusetts
$778K +$362K +2,056 +94%
VWA
1066
Visionary Wealth Advisors
Illinois
$776K +$347K +1,974 +87%
CGPCS
1067
Capital Group Private Client Services
California
$771K +$61.4K +349 +9%
CAM
1068
Cozad Asset Management
Illinois
$770K +$1.06K +6 +0.1%
NL
1069
NKCFO LLC
Illinois
$770K +$739K +4,200 New
AM
1070
Account Management
Massachusetts
$768K – – –
MIM
1071
Moseley Investment Management
Florida
$768K +$3.69K +21 +0.5%
PTP
1072
Platform Technology Partners
New York
$768K +$250K +1,420 +51%
CMI
1073
Clare Market Investments
Texas
$767K +$271K +1,539 +58%
AIFAIM
1074
American Institute for Advanced Investment Management
Arizona
$765K -$64.2K -365 -8%
SWMP
1075
Signature Wealth Management Partners
New Jersey
$759K -$197K -1,118 -21%
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43
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