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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2001
Diamant Asset Management
Connecticut
$642K -$49.6K -130 -7%
AOWM
2002
Alpha Omega Wealth Management
Virginia
$641K -$15.3K -40 -2%
CFA
2003
Capstone Financial Advisors
Illinois
$641K +$13K +34 +2%
FPW
2004
Fairvoy Private Wealth
Alabama
$641K
OFP
2005
OLIO Financial Planning
Virginia
$638K +$21.4K +56 +4%
COI
2006
Connable Office Inc
Michigan
$638K
AWM
2007
Avaii Wealth Management
Wisconsin
$638K +$12.2K +32 +2%
FOR
2008
Family Office Research
Maryland
$638K -$11.1K -29 -2%
HTC
2009
Haverford Trust Company
Pennsylvania
$634K -$764 -2 -0.1%
CCC
2010
Chelsea Counsel Company
California
$634K
LCM
2011
Liberty Capital Management
Michigan
$634K +$11.5K +30 +2%
AWM
2012
Avondale Wealth Management
Texas
$633K -$17.2K -45 -3%
HI
2013
Hendershot Investments
Virginia
$632K
AWC
2014
Adamsbrown Wealth Consultants
Kansas
$632K +$105K +276 +21%
FEG
2015
Financial Enhancement Group
Indiana
$630K -$4.58K -12 -0.8%
CC
2016
Cornerstone Capital
California
$630K
HI
2017
Human Investing
Oregon
$630K +$2.67K +7 +0.4%
SW
2018
StrongBox Wealth
Missouri
$630K +$34.4K +90 +6%
PIA
2019
Panoramic Investment Advisors
Colorado
$629K +$21.4K +56 +4%
CCT
2020
Chemung Canal Trust
New York
$629K -$191K -500 -24%
ML
2021
MLP3 LLC
New Jersey
$628K +$605K +1,585 New
AFAS
2022
Acorn Financial Advisory Services
Virginia
$627K
BNA
2023
BankChampaign National Association
Illinois
$626K +$21.8K +57 New
CA
2024
Centerpoint Advisors
Massachusetts
$626K +$30.6K +80 +5%
MIA
2025
MeadowBrook Investment Advisors
Michigan
$625K