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SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2126
Capital Performance Advisors
California
$296K +$272K +1,028 New
BWP
2127
Bernardo Wealth Planning
Pennsylvania
$296K – – –
KFS
2128
Kelly Financial Services
Massachusetts
$296K -$102K -384 -27%
MWM
2129
Mittelman Wealth Management
Massachusetts
$294K -$107K -404 -28%
JWM
2130
JGP Wealth Management
Oregon
$294K +$269K +1,019 New
CFO
2131
Custos Family Office
Texas
$293K +$2.38K +9 +0.9%
SWP
2132
Summit Wealth Partners
Florida
$292K +$268K +1,014 New
BFAG
2133
Blackston Financial Advisory Group
Florida
$292K -$104K -392 -28%
HSG
2134
Helen Stephens Group
Texas
$291K – – –
BGAI
2135
Bruce G. Allen Investments
Colorado
$290K -$31.5K -119 -11%
CCM
2136
Carmel Capital Management
California
$290K – – –
SL
2137
Sentinus LLC
Illinois
$289K – – –
GHAM
2138
Gilman Hill Asset Management
Connecticut
$289K – – –
BHPW
2139
Beverly Hills Private Wealth
California
$288K +$265K +1,001 New
KPP
2140
Kings Path Partners
Texas
$288K -$1.06M -4,000 -80%
WCM
2141
Whitener Capital Management
North Carolina
$288K -$19.8K -75 -7%
BWA
2142
Bordeaux Wealth Advisors
California
$288K – – –
FSC
2143
Full Sail Capital
Oklahoma
$288K – – –
GTAM
2144
Global Trust Asset Management
Florida
$288K – – –
IAA
2145
Ironsides Asset Advisors
North Carolina
$288K – – –
MS
2146
Marshall & Sullivan
Washington
$288K – – –
MIM
2147
Merrion Investment Management
New Jersey
$288K – – –
MWS
2148
MFA Wealth Services
California
$288K – – –
OWIM
2149
Old West Investment Management
California
$288K – – –
STA
2150
Smith Thornton Advisors
Alabama
$288K +$793 +3 +0.3%
84 85
86
87 88