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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MG
1976
MilWealth Group
Wisconsin
$98K – – –
CIA
1977
Cape Investment Advisory
Georgia
$94.2K +$433 +2 +0.5%
SAM
1978
Smartleaf Asset Management
Massachusetts
$89.7K -$184K -849 -67%
WTA
1979
Washington Trust Advisors
Massachusetts
$89.2K – – –
RWPA
1980
Richard W. Paul & Associates
Michigan
$88.8K -$53.6K -248 -38%
GPFA
1981
Game Plan Financial Advisors
Ohio
$87.1K +$87.6K +405 New
NECFA
1982
New England Capital Financial Advisors
Connecticut
$86K – – –
VWWMG
1983
Vermillion & White Wealth Management Group
Pennsylvania
$85.6K +$66K +305 +328%
ZB
1984
Zions Bancorporation
Utah
$83K – – –
WOC
1985
West Oak Capital
California
$81.7K – – –
FCMT
1986
Founders Capital Management (Texas)
Texas
$77.4K – – –
ETS
1987
ESL Trust Services
New York
$75.7K +$76.1K +352 New
BLC
1988
Brown, Lisle/Cummings
Rhode Island
$75K – – –
PCMC
1989
Planning Capital Management Corporation
Pennsylvania
$73.7K -$216 -1 -0.3%
NMG
1990
New Millennium Group
Utah
$73.1K +$73.5K +340 New
JFGIW
1991
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.4K – – –
HI
1992
Hoey Investments
Pennsylvania
$68.8K – – –
MA
1993
MCF Advisors
Kentucky
$68.6K – – –
PCWA
1994
Pacific Capital Wealth Advisors
California
$67.5K – – –
CTWM
1995
Cherry Tree Wealth Management
Minnesota
$67.3K – – –
OWA
1996
Opal Wealth Advisors
New York
$67.3K +$67.7K +313 New
VWM
1997
Valley Wealth Managers
New Jersey
$67.1K -$13K -60 -16%
MBFW
1998
Morton Brown Family Wealth
Pennsylvania
$66.6K -$2.16K -10 -3%
PWMA
1999
Pension & Wealth Management Advisors
Massachusetts
$65.7K +$48.7K +225 +281%
FNWA
2000
Financial Network Wealth Advisors
Utah
$65.6K +$66K +305 New