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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
2001
Blackston Financial Advisory Group
Florida
$212K +$199K +871 New
AWM
2002
Ameliora Wealth Management
Switzerland
$212K -$2.98K -13 -1%
AC
2003
Avestar Capital
New York
$211K +$199K +868 New
EIG
2004
Ellenbecker Investment Group
Wisconsin
$211K +$199K +867 New
DAM
2005
Delta Asset Management
Tennessee
$210K – – –
AIS
2006
AM Investment Strategies
Tennessee
$209K -$19.7K -86 -9%
BWM
2007
BCS Wealth Management
Tennessee
$209K +$197K +859 New
PCI
2008
Planning Center Inc
Illinois
$208K +$196K +857 New
SA
2009
Strategic Advocates
Utah
$207K +$195K +852 New
HA
2010
Hanover Advisors
South Carolina
$206K +$194K +849 New
EAMA
2011
EFG Asset Management (Americas)
Florida
$205K +$194K +845 New
LAM
2012
Lewis Asset Management
California
$205K +$193K +843 New
CHA
2013
Carmichael Hill & Associates
Maryland
$204K +$22.4K +98 +13%
CC
2014
Callan Capital
California
$204K +$192K +839 New
SB
2015
Sunflower Bank
Texas
$203K -$49.5K -216 -21%
RI
2016
Ridgewood Investments
New Jersey
$203K – – –
WP
2017
Westmount Partners
California
$202K +$191K +832 New
SFG
2018
Snider Financial Group
Washington
$202K +$190K +831 New
SIA
2019
Strategic Investment Advisors
Michigan
$202K +$190K +831 New
SCA
2020
Stonebridge Capital Advisors
Minnesota
$202K +$190K +830 New
PHIC
2021
Pine Haven Investment Counsel
Massachusetts
$201K +$190K +829 New
EA
2022
Echo45 Advisors
California
$201K +$190K +828 New
CWM
2023
Castle Wealth Management
Florida
$201K +$189K +827 New
GIA
2024
GHP Investment Advisors
Colorado
$201K – – –
CC
2025
Cadinha & Co
Hawaii
$201K +$189K +825 New
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81
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