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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1926
Studio Investment Management
Illinois
$177K +$16.2K +75 +10%
FP
1927
Financial Perspectives
Minnesota
$172K – – –
1IA
1928
1620 Investment Advisors
Massachusetts
$172K +$173K +798 New
IWP
1929
IAG Wealth Partners
Wisconsin
$169K +$32.2K +149 +23%
IFS
1930
Intelligent Financial Strategies
Minnesota
$167K – – –
BFS
1931
Bare Financial Services
Pennsylvania
$163K +$24.9K +115 +19%
CHA
1932
Carmichael Hill & Associates
Maryland
$159K – – –
JPWM
1933
Jamison Private Wealth Management
Georgia
$155K – – –
AFS
1934
Annapolis Financial Services
Maryland
$154K +$94.5K +437 +157%
IC
1935
Innealta Capital
Texas
$153K +$154K +713 New
GA
1936
GoalVest Advisory
New York
$153K – – –
AEPWM
1937
Atlantic Edge Private Wealth Management
Florida
$152K – – –
ECM
1938
Elgethun Capital Management
South Dakota
$149K -$614K -2,840 -80%
RCM
1939
Rain Capital Management
Oregon
$144K – – –
ME
1940
McIlrath & Eck
Washington
$144K -$4.76K -22 -3%
EWM
1941
Evermay Wealth Management
Virginia
$142K – – –
FDCP
1942
Foster Dykema Cabot & Partners
Massachusetts
$141K – – –
LIM
1943
Lagoda Investment Management
New York
$140K – – –
VNA
1944
Valley National Advisers
Pennsylvania
$139K +$24.7K +114 +21%
PP
1945
PFS Partners
New Jersey
$136K – – –
WWM
1946
Wolff Wiese Magana
California
$136K +$19.9K +92 +17%
PA
1947
Pineridge Advisors
Missouri
$135K – – –
AF
1948
Aviso Financial
Ontario, Canada
$134K +$134K +621 New
SWC
1949
Spectrum Wealth Counsel
Indiana
$132K -$10.8K -50 -8%
IWA
1950
Icon Wealth Advisors
Texas
$132K – – –