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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
1126
O'Rourke & Company
Massachusetts
$2.18M +$101K +245 +4%
VCM
1127
Virtue Capital Management
Tennessee
$2.18M -$6.93M -16,740 -74%
CPM
1128
Connective Portfolio Management
New York
$2.18M – – –
OFA
1129
Oak Family Advisors
Illinois
$2.18M -$2.27M -5,485 -48%
JCM
1130
J2 Capital Management
Michigan
$2.18M -$134K -323 -5%
BFIM
1131
Beese Fulmer Investment Management
Ohio
$2.17M +$31.1K +75 +1%
GC
1132
Grimes & Company
Massachusetts
$2.16M +$19.9K +48 +0.8%
MIA
1133
MMBG Investment Advisors
Florida
$2.14M – – –
LC
1134
Lavelle Capital
California
$2.14M – – –
DWP
1135
Daymark Wealth Partners
Ohio
$2.14M -$913K -2,205 -28%
VIPI
1136
Vista Investment Partners II
Indiana
$2.13M +$254K +612 +12%
TL
1137
Tradewinds LLC
North Carolina
$2.13M +$1.81M +4,365 New
BOPW
1138
Brandywine Oak Private Wealth
Pennsylvania
$2.12M – – –
PCA
1139
Pallas Capital Advisors
Massachusetts
$2.11M +$404K +975 +21%
ACM
1140
Advisors Capital Management
New Jersey
$2.11M +$368K +889 +18%
PAM
1141
Pegasus Asset Management
New York
$2.1M -$2.07K -5 -0.1%
IWP
1142
Innova Wealth Partners
Pennsylvania
$2.1M +$218K +527 +10%
KWM
1143
KFG Wealth Management
Indiana
$2.1M -$10.4K -25 -0.4%
MAM
1144
Milestone Asset Management
Pennsylvania
$2.1M -$2.55M -6,160 -52%
POIA
1145
Pin Oak Investment Advisors
Texas
$2.1M – – –
HOWA
1146
Heritage Oak Wealth Advisors
Florida
$2.09M -$522K -1,259 -18%
DAM
1147
Doheny Asset Management
California
$2.09M – – –
SW
1148
Simplicity Wealth
New Jersey
$2.09M +$931K +2,247 +66%
BRPW
1149
Ballast Rock Private Wealth
South Carolina
$2.09M -$123K -296 -5%
V
1150
VeraBank
Texas
$2.09M – – –
44 45
46
47 48