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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
2001
Galvin Gaustad & Stein
Arizona
$650K +$627K +1,641 New
NFA
2002
Northwest Financial Advisors
Virginia
$646K -$595K -1,559 -49%
SL
2003
Sentinus LLC
Illinois
$645K +$238K +624 +62%
MLRA
2004
Main Line Retirement Advisors
Montana
$644K – – –
PWM
2005
Provident Wealth Management
Tennessee
$642K -$118K -310 -16%
DAM
2006
Diamant Asset Management
Connecticut
$642K -$49.6K -130 -7%
AOWM
2007
Alpha Omega Wealth Management
Virginia
$641K -$15.3K -40 -2%
CFA
2008
Capstone Financial Advisors
Illinois
$641K +$13K +34 +2%
FPW
2009
Fairvoy Private Wealth
Alabama
$641K – – –
OFP
2010
OLIO Financial Planning
Virginia
$638K +$21.4K +56 +4%
COI
2011
Connable Office Inc
Michigan
$638K – – –
AWM
2012
Avaii Wealth Management
Wisconsin
$638K +$12.2K +32 +2%
FOR
2013
Family Office Research
Maryland
$638K -$11.1K -29 -2%
HTC
2014
Haverford Trust Company
Pennsylvania
$634K -$764 -2 -0.1%
CCC
2015
Chelsea Counsel Company
California
$634K – – –
LCM
2016
Liberty Capital Management
Michigan
$634K +$11.5K +30 +2%
AWM
2017
Avondale Wealth Management
Texas
$633K -$17.2K -45 -3%
HI
2018
Hendershot Investments
Virginia
$632K – – –
AWC
2019
Adamsbrown Wealth Consultants
Kansas
$632K +$105K +276 +21%
FEG
2020
Financial Enhancement Group
Indiana
$630K -$4.58K -12 -0.8%
CC
2021
Cornerstone Capital
California
$630K – – –
HI
2022
Human Investing
Oregon
$630K +$2.67K +7 +0.4%
SW
2023
StrongBox Wealth
Missouri
$630K +$34.4K +90 +6%
PIA
2024
Panoramic Investment Advisors
Colorado
$629K +$21.4K +56 +4%
CCT
2025
Chemung Canal Trust
New York
$629K -$191K -500 -24%
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