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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1951
Peak Financial Management
Massachusetts
$229K +$216K +942 New
FWM
1952
Focused Wealth Management
New York
$229K – – –
SDH
1953
Sloy Dahl & Holst
Washington
$228K – – –
FWM
1954
FSA Wealth Management
Massachusetts
$228K +$215K +938 New
CSB
1955
City State Bank
Iowa
$228K – – –
IWP
1956
IAG Wealth Partners
Wisconsin
$228K +$34.8K +152 +19%
HIC
1957
Holderness Investments Company
North Carolina
$227K +$214K +933 New
PCMU
1958
Paragon Capital Management (Utah)
Utah
$226K – – –
SFA
1959
Souders Financial Advisors
Ohio
$226K – – –
FSA
1960
Financial Security Advisor
Virginia
$226K +$213K +930 New
BSWM
1961
Boston Standard Wealth Management
Massachusetts
$224K +$211K +920 New
PMAM
1962
Picton Mahoney Asset Management
Ontario, Canada
$224K +$211K +920 New
BIM
1963
Bullseye Investment Management
Ohio
$224K +$213K +928 New
SFO
1964
Stokes Family Office
Louisiana
$224K +$211K +920 New
SFS
1965
Symphony Financial Services
Ohio
$223K +$210K +919 New
KWS
1966
Keystone Wealth Services
California
$223K +$210K +917 New
SFM
1967
Signet Financial Management
New Jersey
$223K +$210K +917 New
SDJVC
1968
St. Denis J. Villere & Co
Louisiana
$222K +$209K +914 New
CAL
1969
Capital Analysts LLC
Pennsylvania
$222K -$1.71M -7,472 -89%
ASBI
1970
American State Bank (Iowa)
Iowa
$221K +$208K +910 New
MSCM
1971
McElhenny Sheffield Capital Management
Texas
$221K +$208K +910 New
FFL
1972
Financial Freedom LLC
Ohio
$221K – – –
GSEP
1973
Golden State Equity Partners
California
$220K +$208K +907 New
OFG
1974
Oxford Financial Group
Indiana
$220K +$208K +907 New
OCM
1975
Objective Capital Management
Ohio
$220K +$207K +906 New