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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
2026
Lake Street Private Wealth
Illinois
$266K +$147K +599 +120%
MWA
2027
Merkkuri Wealth Advisors
New York
$265K -$44.2K -180 -14%
CA
2028
CGN Advisors
Kansas
$264K +$268K +1,092 New
TF
2029
Tompkins Financial
New York
$264K +$22.4K +91 +9%
DC
2030
Dahring Cusmano
Michigan
$264K +$268K +1,089 New
BC
2031
Burney Company
Virginia
$263K +$22.6K +92 +9%
S
2032
SimplyRich
California
$263K – – –
AF
2033
Apexium Financial
Texas
$263K +$267K +1,085 New
BWS
2034
Broadway Wealth Solutions
Texas
$262K +$266K +1,083 New
CWAG
2035
Compton Wealth Advisory Group
Virginia
$262K -$80.6K -328 -23%
VCM
2036
Viewpoint Capital Management
Washington
$260K +$2.46K +10 +0.9%
WCM
2037
Whitener Capital Management
North Carolina
$260K +$264K +1,075 New
WAOI
2038
Wealth Advisors of Iowa
Iowa
$259K +$9.83K +40 +4%
BAM
2039
BTS Asset Management
Massachusetts
$258K -$76.2K -310 -23%
VI
2040
VanderPol Investments
Michigan
$258K +$262K +1,065 New
NG
2041
Northstar Group
New York
$258K – – –
FCG
2042
Fielder Capital Group
Tennessee
$257K – – –
BWP
2043
Bernardo Wealth Planning
Pennsylvania
$255K – – –
CRI
2044
Colonial River Investments
Virginia
$254K -$86K -350 -25%
EFP
2045
Elser Financial Planning
Indiana
$254K +$258K +1,051 New
CGL
2046
Clarius Group LLC
Washington
$254K – – –
DWM
2047
Dorchester Wealth Management
Quebec, Canada
$254K – – –
LG
2048
LaFleur & Godfrey
Michigan
$254K – – –
RWP
2049
Ridgecrest Wealth Partners
California
$254K +$258K +1,050 New
CFS
2050
CGC Financial Services
Oregon
$254K – – –
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