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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2026
Altiora Financial Group
Ohio
$671K – – –
PWS
2027
Proactive Wealth Strategies
Georgia
$670K +$171K +381 +32%
FD
2028
Financial Designs
California
$670K +$697K +1,557 New
PIA
2029
Panoramic Investment Advisors
Colorado
$669K -$13.9K -31 -2%
KFS
2030
Keynote Financial Services
Connecticut
$667K -$67.2K -150 -9%
NCM
2031
NCM Capital Management
New Jersey
$667K -$82.9K -185 -11%
BW
2032
BIP Wealth
Georgia
$667K -$142K -318 -17%
PS
2033
Portfolio Strategies
New York
$665K +$98.1K +219 +17%
BAG
2034
Bridgewealth Advisory Group
California
$664K -$298K -666 -30%
BPW
2035
Bingham Private Wealth
California
$664K +$691K +1,542 New
HWA
2036
HHM Wealth Advisors
Tennessee
$663K -$972K -2,171 -59%
PGWM
2037
Parisi Gray Wealth Management
New Jersey
$663K +$448 +1 +0.1%
SP
2038
Stablepoint Partners
Massachusetts
$662K +$185K +413 +37%
FA
2039
Fiducient Advisors
Illinois
$661K – – –
WDG
2040
Wealth Dimensions Group
Ohio
$657K +$176K +394 +35%
BZWA
2041
Blue Zone Wealth Advisors
California
$656K – – –
AWM
2042
Avondale Wealth Management
Texas
$655K -$33.1K -74 -5%
RI
2043
Ridgewood Investments
New Jersey
$654K +$680K +1,519 New
CCM
2044
Connective Capital Management
California
$653K -$819K -1,828 -55%
AFAS
2045
Acorn Financial Advisory Services
Virginia
$653K -$29.1K -65 -4%
ST
2046
Somerset Trust
Pennsylvania
$652K -$78.8K -176 -10%
OFO
2047
OneAscent Family Office
Alabama
$650K +$17K +38 +3%
GFG
2048
Grantvest Financial Group
New Jersey
$650K -$103K -230 -13%
GAM
2049
GEM Asset Management
Michigan
$648K -$209K -466 -24%
CAM
2050
Cypress Asset Management
Texas
$648K – – –
80 81
82
83 84