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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2001
Evergreen Private Wealth
Colorado
$15.7K +$15K +82 New
LFA
2002
Livelsberger Financial Advisory
Ohio
$15.3K +$14.7K +80 New
MWA
2003
Moser Wealth Advisors
Washington
$15.1K – – –
FMB
2004
Field & Main Bank
Kentucky
$14.3K – – –
MCA
2005
Maryland Capital Advisors
Maryland
$13.4K – – –
WIA
2006
Wetzel Investment Advisors
Indiana
$13K +$12.8K +70 New
JWM
2007
Janiczek Wealth Management
Colorado
$12K +$11K +60 +2,000%
CWM
2008
CarsonAllaria Wealth Management
Illinois
$11.9K – – –
CWAF
2009
Core Wealth Advisors (Florida)
Florida
$11.9K – – –
SFA
2010
Semmax Financial Advisors
North Carolina
$11.1K -$1.47K -8 -12%
AWM
2011
Able Wealth Management
New Jersey
$10.7K +$10.3K +56 New
CAM
2012
Clarity Asset Management
Iowa
$10.6K +$10.1K +55 New
BCM
2013
Bourgeon Capital Management
Connecticut
$9.56K – – –
CSWM
2014
Cassady Schiller Wealth Management
Ohio
$8.6K – – –
PK
2015
Pflug Koory
Nebraska
$8.6K – – –
RA
2016
Rise Advisors
New York
$8.6K – – –
TIM
2017
Thompson Investment Management
Wisconsin
$8.41K – – –
EA
2018
Evolution Advisers
Virginia
$8K +$7.33K +40 New
CFO
2019
CVA Family Office
Colorado
$6.69K +$6.42K +35 New
DCM
2020
Davis Capital Management
Florida
$6.5K +$6.23K +34 New
RFG
2021
REAP Financial Group
Texas
$6.5K +$6.23K +34 New
MIA
2022
Milestone Investment Advisors
Wisconsin
$6.12K – – –
MSFP
2023
Mark Sheptoff Financial Planning
Connecticut
$6.01K -$2.02K -11 -26%
LWA
2024
Lowe Wealth Advisors
Maryland
$5.74K – – –
SWM
2025
Sanctuary Wealth Management
Idaho
$5.74K – – –
79 80
81
82 83