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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
OCG
1976
Opus Capital Group
Ohio
$374K – – –
GWS
1977
Glassman Wealth Services
Virginia
$374K – – –
SIC
1978
Sigma Investment Counselors
Michigan
$373K -$41.3K -156 -11%
BI
1979
Ballast Inc
Kentucky
$373K – – –
CRC
1980
Curi RMB Capital
Illinois
$371K +$341K +1,289 New
SCM
1981
Sunbeam Capital Management
Georgia
$371K +$3.97K +15 +1%
SCA
1982
Sandy Cove Advisors
Massachusetts
$371K – – –
UAG
1983
United Advisor Group
Ohio
$371K +$341K +1,288 New
ES
1984
ETF Store
Kansas
$371K – – –
SSWM
1985
Strait & Sound Wealth Management
California
$368K -$2.38K -9 -0.7%
DWS
1986
Dynamic Wealth Strategies
California
$367K – – –
FVWA
1987
Foster Victor Wealth Advisors
South Carolina
$366K +$29.4K +111 +10%
JWM
1988
Jessup Wealth Management
Ohio
$365K -$1.59K -6 -0.5%
AL
1989
ADE LLC
Maryland
$364K – – –
HFS
1990
Hoge Financial Services
Pennsylvania
$364K +$4.76K +18 +1%
AIM
1991
Anchor Investment Management
South Carolina
$363K -$57.1K -216 -15%
TA
1992
TPG Advisors
Illinois
$362K -$79.3K -300 -19%
TFA
1993
Tranquilli Financial Advisor
New Jersey
$362K +$91.5K +346 +38%
FTWA
1994
Fifth Third Wealth Advisors
Ohio
$361K +$27.5K +104 +9%
PWM
1995
Penobscot Wealth Management
Maine
$360K -$18.2K -69 -5%
GF
1996
Goodman Financial
Texas
$360K -$5.29K -20 -2%
BCM
1997
Birmingham Capital Management
Alabama
$360K +$331K +1,250 New
LKBC
1998
L.K. Benson & Company
Maryland
$360K -$115K -435 -26%
WFAG
1999
Wescott Financial Advisory Group
Pennsylvania
$360K -$15.9K -60 -5%
CSIA
2000
Carl Stuart Investment Advisor
Texas
$360K – – –