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SPDR Gold MiniShares Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
226
SG Americas Securities
New York
$929K +$121K +2,618 +15%
VBFP
227
Valtinson Bruner Financial Planning
Minnesota
$921K -$17K -366 -2%
TIM
228
Total Investment Management
Arizona
$913K -$9.5K -205 -1%
CA
229
Continuum Advisory
Idaho
$911K -$28.2K -609 -3%
DI
230
Diligent Investors
California
$910K -$2.32K -50 -0.3%
AWA
231
Acorn Wealth Advisors
Michigan
$905K
DWM
232
Diversify Wealth Management
Utah
$902K +$876K +18,911 New
KCM
233
Kendall Capital Management
Maryland
$893K -$115K -2,485 -11%
SWM
234
Spire Wealth Management
Virginia
$886K +$516K +11,136 +138%
SIG
235
Sargent Investment Group
Maryland
$884K +$4.4K +95 +0.5%
SWM
236
SeaCrest Wealth Management
New York
$881K +$89.2K +1,926 +11%
PCH
237
PGIM Custom Harvest
New Jersey
$864K +$132K +2,844 +18%
CW
238
CreativeOne Wealth
Kansas
$864K +$51.4K +1,110 +6%
BL
239
Balentine LLC
Georgia
$843K -$1.75M -37,836 -67%
DAS
240
Diversify Advisory Services
Utah
$809K +$158K +3,415 +25%
KAS
241
Kestra Advisory Services
Texas
$753K +$254K +5,489 +51%
NYLIM
242
New York Life Investment Management
New York
$735K +$739K +15,951 New
AI
243
Auour Investments
Massachusetts
$730K +$161K +3,478 +28%
Brown Advisory
244
Brown Advisory
Maryland
$722K
FAM
245
Formidable Asset Management
Ohio
$704K +$30.1K +649 +4%
SB
246
Strategic Blueprint
Georgia
$696K -$281K -6,058 -29%
KWM
247
Kingsview Wealth Management
Oregon
$692K -$37.9K -817 -5%
VA
248
Valmark Advisers
Ohio
$691K +$94.2K +2,033 +16%
CT
249
Caldwell Trust
Florida
$690K -$11.6K -250 -2%
IWM
250
IHT Wealth Management
Illinois
$681K +$684K +14,765 New