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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
2001
Headlands Technologies
Illinois
$579K +$652K +1,573 New
EWM
2002
Edge Wealth Management
New York
$578K – – –
DDC
2003
DF Dent & Co
Maryland
$577K – – –
PAG
2004
Paladin Advisory Group
Iowa
$577K – – –
WDG
2005
Wealth Dimensions Group
Ohio
$576K +$15.3K +37 +2%
SP
2006
Stablepoint Partners
Massachusetts
$576K +$10.4K +25 +2%
BPW
2007
Bingham Private Wealth
California
$575K +$8.29K +20 +1%
TW
2008
Tempo Wealth
Ohio
$575K -$40.6K -98 -6%
AFG
2009
Altiora Financial Group
Ohio
$575K – – –
WTA
2010
Washington Trust Advisors
Massachusetts
$574K +$22.8K +55 +4%
FD
2011
Financial Designs
California
$574K – – –
ASG
2012
Advisory Solutions Group
Minnesota
$574K +$645K +1,557 New
BW
2013
BIP Wealth
Georgia
$573K +$2.07K +5 +0.3%
BZWA
2014
Blue Zone Wealth Advisors
California
$572K +$11.6K +28 +2%
HWA
2015
HHM Wealth Advisors
Tennessee
$572K +$4.97K +12 +0.8%
CT
2016
Caldwell Trust
Florida
$571K -$319K -771 -33%
KFS
2017
Keynote Financial Services
Connecticut
$571K – – –
NCM
2018
NCM Capital Management
New Jersey
$571K – – –
AOWM
2019
Asset One Wealth Management
Washington
$570K -$76.6K -185 -11%
AFW
2020
Atlantic Family Wealth
Florida
$570K +$30.2K +73 +5%
WF
2021
WealthPoint Financial
North Carolina
$570K +$75K +181 +13%
PS
2022
Portfolio Strategies
New York
$569K – – –
PGWM
2023
Parisi Gray Wealth Management
New Jersey
$567K – – –
FA
2024
Fiducient Advisors
Illinois
$566K – – –
WAP
2025
Wealth Analytics Partners
California
$566K +$297K +716 +89%
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81
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