We are live on ! Find out more
GLD icon

SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
2001
Advantage Trust Company
Kansas
$35K – – –
RBC
2002
Roble Belko & Company
Pennsylvania
$34K -$76.8K -400 -71%
TRCT
2003
Tower Research Capital (TRC)
New York
$32.5K -$2.3K -12 -7%
NC
2004
NewSquare Capital
Pennsylvania
$32.3K -$57.4K -299 -66%
BWM
2005
Bullock Wealth Management
Indiana
$32.2K +$29.7K +155 New
JFG
2006
JDM Financial Group
Texas
$31.9K – – –
TIM
2007
Tortoise Investment Management
New York
$31.3K – – –
CSC
2008
Caldwell Sutter Capital
California
$31.1K – – –
WCM
2009
Winthrop Capital Management
Indiana
$31K – – –
ANBT
2010
American National Bank & Trust
Texas
$30.9K +$9.6K +50 +50%
GGI
2011
Godsey & Gibb Inc
Virginia
$29.4K – – –
KIG
2012
Kessler Investment Group
Indiana
$29.2K – – –
SNB
2013
Security National Bank
Nebraska
$28.2K +$26.3K +137 New
GIM
2014
Gold Investment Management
Alberta, Canada
$27.4K -$1.73K -9 -6%
DFA
2015
DHJJ Financial Advisors
Illinois
$26.9K – – –
SWA
2016
SOA Wealth Advisors
New York
$25.9K – – –
DWA
2017
Dougherty Wealth Advisers
Minnesota
$25.7K – – –
NIC
2018
Northwest Investment Counselors
Oregon
$25.7K +$24K +125 New
FPB
2019
First PREMIER Bank
South Dakota
$25K – – –
FFA
2020
Frazier Financial Advisors
Ohio
$24.9K -$2.88K -15 -11%
SHIM
2021
Stone House Investment Management
Pennsylvania
$24.5K +$7.1K +37 +45%
FSWA
2022
Financial Synergies Wealth Advisors
Texas
$24.3K -$1.53K -8 -6%
FCG
2023
Financial Connections Group
California
$24K – – –
PWMG
2024
Prestige Wealth Management Group
New Jersey
$22.2K – – –
RFA
2025
Register Financial Advisors
Georgia
$21.4K +$20K +104 New
79 80
81
82 83