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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2001
Orion Capital Management
California
– -$198K -1,080 Closed
USGIU
2002
U.S. Global Investors (USGI)
Texas
– -$183K -1,000 Closed
VWM
2003
Venturi Wealth Management
Texas
– -$149K -815 Closed
TWP
2004
TFO Wealth Partners
Ohio
– -$131K -715 Closed
GFWA
2005
Grey Fox Wealth Advisors
Delaware
– -$114K -620 Closed
RIA
2006
Retirement Investment Advisors
Oklahoma
– -$106K -576 Closed
ZB
2007
Zions Bancorporation
Utah
– -$91.6K -500 Closed
CIA
2008
Cascade Investment Advisors
Oregon
– -$48.6K -265 Closed
MWM
2009
Mascoma Wealth Management
New Hampshire
– -$46.2K -250 Closed
ONST
2010
Old North State Trust
North Carolina
– -$36K -195 Closed
MFG
2011
Mendota Financial Group
Wisconsin
– -$27.1K -150 Closed
ST
2012
Sageworth Trust
Pennsylvania
– -$27.5K -150 Closed
GCWM
2013
Graham Capital Wealth Management
District of Columbia
– -$26.4K -144 Closed
RTL
2014
Red Tortoise LLC
Georgia
– -$16.7K -91 Closed
KM
2015
Kalos Management
Georgia
– -$15.9K -87 Closed
SSC
2016
Syverson Strege & Co
Iowa
– -$14.3K -78 Closed
HB
2017
Horizon Bancorp
Indiana
– -$14K -75 Closed
DI
2018
Disciplined Investments
Oklahoma
– -$8.82K -48 Closed
EI
2019
Ellevest Inc
New York
– -$6.41K -35 Closed
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