We are live on ! Find out more
GLD icon

SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
2001
Kellett Wealth Advisors
Ohio
$685K +$165K +368 +30%
MAWAG
2002
Mid-American Wealth Advisory Group
Missouri
$685K – – –
CC
2003
Chicago Capital
Illinois
$684K -$195K -436 -22%
QWP
2004
Quotient Wealth Partners
Texas
$682K +$21K +47 +3%
TPW
2005
Talon Private Wealth
Florida
$682K +$710K +1,586 New
GC
2006
Garde Capital
Washington
$681K +$24.6K +55 +4%
BNA
2007
BankChampaign National Association
Illinois
$680K +$682K +1,523 +2,672%
BC
2008
BDFS Capital
Delaware
$680K +$479K +1,070 +75%
MIA
2009
MeadowBrook Investment Advisors
Michigan
$679K – – –
NIM
2010
Nicollet Investment Management
Minnesota
$678K – – –
DW
2011
Durante & Waters
New York
$678K – – –
SMDAM
2012
Sumitomo Mitsui DS Asset Management
Japan
$676K +$445K +993 +172%
EWM
2013
Edge Wealth Management
New York
$676K -$89.6K -200 -11%
WB
2014
Webster Bank
Connecticut
$676K +$29.1K +65 +4%
CCM
2015
Cloud Capital Management
Washington
$675K -$40.3K -90 -5%
SIC
2016
Salem Investment Counselors
North Carolina
$674K +$1.34K +3 +0.2%
DDC
2017
DF Dent & Co
Maryland
$673K – – –
PAG
2018
Paladin Advisory Group
Iowa
$673K – – –
OA
2019
Oasis Advisors
Iowa
$673K +$437K +976 +166%
AFG
2020
Altiora Financial Group
Ohio
$671K – – –
PWS
2021
Proactive Wealth Strategies
Georgia
$670K +$171K +381 +32%
FD
2022
Financial Designs
California
$670K +$697K +1,557 New
PIA
2023
Panoramic Investment Advisors
Colorado
$669K -$13.9K -31 -2%
KFS
2024
Keynote Financial Services
Connecticut
$667K -$67.2K -150 -9%
NCM
2025
NCM Capital Management
New Jersey
$667K -$82.9K -185 -11%
79 80
81
82 83