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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
2026
Cambridge Financial Group (Arizona)
Arizona
$200K +$189K +824 New
TWM
2027
Tanager Wealth Management
United Kingdom
$200K +$189K +824 New
WBCM
2028
Wilson & Boucher Capital Management
California
$196K +$184K +805 New
1IA
2029
1620 Investment Advisors
Massachusetts
$194K – – –
FP
2030
Financial Perspectives
Minnesota
$194K – – –
SIM
2031
Studio Investment Management
Illinois
$192K -$8.02K -35 -4%
IFS
2032
Intelligent Financial Strategies
Minnesota
$188K – – –
FDCP
2033
Foster Dykema Cabot & Partners
Massachusetts
$184K +$22.9K +100 +15%
BFS
2034
Bare Financial Services
Pennsylvania
$180K +$4.58K +20 +3%
WI
2035
Wintrust Investments
Illinois
$179K -$1.15M -5,009 -87%
JPWM
2036
Jamison Private Wealth Management
Georgia
$175K – – –
AFS
2037
Annapolis Financial Services
Maryland
$174K – – –
GA
2038
GoalVest Advisory
New York
$173K – – –
AEPWM
2039
Atlantic Edge Private Wealth Management
Florida
$171K – – –
CWP
2040
Concord Wealth Partners
Virginia
$167K +$34.4K +150 +28%
ME
2041
McIlrath & Eck
Washington
$162K – – –
ECM
2042
Elgethun Capital Management
South Dakota
$162K -$5.95K -26 -4%
WWM
2043
Wolff Wiese Magana
California
$161K +$7.56K +33 +5%
EWM
2044
Evermay Wealth Management
Virginia
$160K – – –
LIM
2045
Lagoda Investment Management
New York
$158K – – –
VNA
2046
Valley National Advisers
Pennsylvania
$157K – – –
PP
2047
PFS Partners
New Jersey
$153K – – –
CT
2048
Clearstead Trust
Maine
$152K +$8.02K +35 +6%
AF
2049
Aviso Financial
Ontario, Canada
$151K – – –
PA
2050
Pineridge Advisors
Missouri
$150K -$2.29K -10 -2%
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