We are live on ! Find out more
GLD icon

SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2001
Barlow Wealth Partners
Kentucky
$693K -$11.2K -25 -2%
CCMG
2002
Clark Capital Management Group
Pennsylvania
$692K +$316K +705 +78%
NFA
2003
Northwest Financial Advisors
Virginia
$689K -$13K -29 -2%
FFP
2004
Freedom Financial Partners
Minnesota
$687K -$19.7K -44 -3%
CNBT
2005
Cornerstone National Bank & Trust
Illinois
$685K – – –
KWA
2006
Kellett Wealth Advisors
Ohio
$685K +$165K +368 +30%
MAWAG
2007
Mid-American Wealth Advisory Group
Missouri
$685K – – –
CC
2008
Chicago Capital
Illinois
$684K -$195K -436 -22%
QWP
2009
Quotient Wealth Partners
Texas
$682K +$21K +47 +3%
TPW
2010
Talon Private Wealth
Florida
$682K +$710K +1,586 New
GC
2011
Garde Capital
Washington
$681K +$24.6K +55 +4%
BNA
2012
BankChampaign National Association
Illinois
$680K +$682K +1,523 +2,672%
BC
2013
BDFS Capital
Delaware
$680K +$479K +1,070 +75%
MIA
2014
MeadowBrook Investment Advisors
Michigan
$679K – – –
NIM
2015
Nicollet Investment Management
Minnesota
$678K – – –
DW
2016
Durante & Waters
New York
$678K – – –
SMDAM
2017
Sumitomo Mitsui DS Asset Management
Japan
$676K +$445K +993 +172%
EWM
2018
Edge Wealth Management
New York
$676K -$89.6K -200 -11%
WB
2019
Webster Bank
Connecticut
$676K +$29.1K +65 +4%
CCM
2020
Cloud Capital Management
Washington
$675K -$40.3K -90 -5%
SIC
2021
Salem Investment Counselors
North Carolina
$674K +$1.34K +3 +0.2%
DDC
2022
DF Dent & Co
Maryland
$673K – – –
PAG
2023
Paladin Advisory Group
Iowa
$673K – – –
OA
2024
Oasis Advisors
Iowa
$673K +$437K +976 +166%
OMIC
2025
Old Mission Investment Co
Michigan
$672K -$116K -258 -14%
79 80
81
82 83