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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2001
Caldwell Trust
Florida
$571K -$319K -771 -33%
KFS
2002
Keynote Financial Services
Connecticut
$571K – – –
NCM
2003
NCM Capital Management
New Jersey
$571K – – –
AOWM
2004
Asset One Wealth Management
Washington
$570K -$76.6K -185 -11%
AFW
2005
Atlantic Family Wealth
Florida
$570K +$30.2K +73 +5%
WF
2006
WealthPoint Financial
North Carolina
$570K +$75K +181 +13%
PS
2007
Portfolio Strategies
New York
$569K – – –
PGWM
2008
Parisi Gray Wealth Management
New Jersey
$567K – – –
FA
2009
Fiducient Advisors
Illinois
$566K – – –
WAP
2010
Wealth Analytics Partners
California
$566K +$297K +716 +89%
LC
2011
Luminist Capital
Michigan
$565K +$121K +292 +22%
RI
2012
Ridgewood Investments
New Jersey
$564K +$4.97K +12 +0.8%
BCM
2013
Blume Capital Management
California
$564K -$145K -350 -19%
GTAM
2014
Global Trust Asset Management
Florida
$564K +$28.2K +68 +5%
CCM
2015
Cloud Capital Management
Washington
$563K -$15.7K -38 -2%
AIP
2016
Ameritas Investment Partners
Nebraska
$561K +$29K +70 +5%
WB
2017
Webster Bank
Connecticut
$560K -$20.7K -50 -3%
CP
2018
Castleview Partners
Texas
$560K -$42.7K -103 -6%
AFAS
2019
Acorn Financial Advisory Services
Virginia
$559K – – –
CCT
2020
Capital City Trust
Florida
$558K +$11.2K +27 +2%
SIC
2021
Salem Investment Counselors
North Carolina
$556K -$23.6K -57 -4%
CAM
2022
Cypress Asset Management
Texas
$555K – – –
AWA
2023
Aquire Wealth Advisors
Utah
$554K – – –
RCA
2024
Resonant Capital Advisors
Wisconsin
$554K – – –
BC
2025
Barrett & Company
Rhode Island
$553K – – –
79 80
81
82 83