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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Centurion Wealth Management
Virginia
$275K +$3.69K +15 +1%
MC
2002
Middleton & Co
Massachusetts
$275K -$24.6K -100 -8%
BGAI
2003
Bruce G. Allen Investments
Colorado
$272K -$30.2K -123 -10%
SFCL
2004
Strengthening Families & Communities LLC
Massachusetts
$272K -$77.4K -315 -22%
EWS
2005
Eagle Wealth Strategies
New Jersey
$272K – – –
EIG
2006
Ellenbecker Investment Group
Wisconsin
$271K +$62.4K +254 +29%
MWM
2007
Maripau Wealth Management
Indiana
$271K +$275K +1,120 New
TPW
2008
Talon Private Wealth
Florida
$271K -$144K -588 -34%
CMAI
2009
Capital Management Associates Inc
Minnesota
$270K -$244K -994 -47%
CAIMH
2010
Central Asset Investments & Management Holdings
Hong Kong
$270K +$274K +1,116 New
EGWAG
2011
Elwood & Goetz Wealth Advisory Group
Georgia
$270K +$246 +1 +0.1%
SSB
2012
Sandy Spring Bank
Maryland
$269K +$24.3K +99 +10%
VIPI
2013
Vista Investment Partners II
Indiana
$269K +$273K +1,112 New
ADL
2014
Asset Dedication LLC
California
$269K -$85K -346 -24%
AWM
2015
Apex Wealth Management
New Hampshire
$268K +$272K +1,108 New
NBWM
2016
North Berkeley Wealth Management
California
$268K +$272K +1,106 New
NF
2017
Nikulski Financial
Iowa
$266K -$67.3K -274 -20%
PIAS
2018
PCA Investment Advisory Services
Ohio
$266K -$246 -1 -0.1%
SC
2019
Searle & Co
Connecticut
$266K +$24.6K +100 +10%
KA
2020
KDT Advisors
New York
$266K +$270K +1,100 New
W
2021
Wealthquest
Ohio
$266K – – –
BB
2022
Burford Brothers
Texas
$266K +$30.7K +125 +13%
SCG
2023
Sonata Capital Group
Washington
$266K – – –
CWP
2024
Core Wealth Partners
California
$266K +$4.92K +20 +2%
WC
2025
Westhampton Capital
North Carolina
$266K +$36.9K +150 +16%
79 80
81
82 83