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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%
JFG
2005
JDM Financial Group
Texas
$31.9K – – –
TIM
2006
Tortoise Investment Management
New York
$31.3K – – –
CSC
2007
Caldwell Sutter Capital
California
$31.1K – – –
WCM
2008
Winthrop Capital Management
Indiana
$31K – – –
ANBT
2009
American National Bank & Trust
Texas
$30.9K +$9.6K +50 +50%
GGI
2010
Godsey & Gibb Inc
Virginia
$29.4K – – –
KIG
2011
Kessler Investment Group
Indiana
$29.2K – – –
SNB
2012
Security National Bank
Nebraska
$28.2K +$26.3K +137 New
GIM
2013
Gold Investment Management
Alberta, Canada
$27.4K -$1.73K -9 -6%
DFA
2014
DHJJ Financial Advisors
Illinois
$26.9K – – –
SWA
2015
SOA Wealth Advisors
New York
$25.9K – – –
DWA
2016
Dougherty Wealth Advisers
Minnesota
$25.7K – – –
NIC
2017
Northwest Investment Counselors
Oregon
$25.7K +$24K +125 New
FPB
2018
First PREMIER Bank
South Dakota
$25K – – –
FFA
2019
Frazier Financial Advisors
Ohio
$24.9K -$2.88K -15 -11%
SHIM
2020
Stone House Investment Management
Pennsylvania
$24.5K +$7.1K +37 +45%
FSWA
2021
Financial Synergies Wealth Advisors
Texas
$24.3K -$1.53K -8 -6%
FCG
2022
Financial Connections Group
California
$24K – – –
PWMG
2023
Prestige Wealth Management Group
New Jersey
$22.2K – – –
RFA
2024
Register Financial Advisors
Georgia
$21.4K +$20K +104 New
NMM
2025
Naples Money Management
Florida
$20.6K -$12.3K -64 -39%
79 80
81
82 83