Stock Transactions

SPDR GOLD SHARES

Total Bought
5,067
22 transactions
Total Sold
12,250
18 transactions
Net
-7,183
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
Clarus Wealth Advisors5,5646,490+9261.020.94-0.09buy
Winthrop Advisory Group LLC2,7173,571+8540.100.09-0.01buy
Independence Bank of Kentucky6,9127,540+6280.380.31-0.06buy
CARY STREET PARTNERS INVESTMENT ADVISORY LLC427936+5090.050.07+0.02buy
Congress Park Capital LLC9,4859,947+4621.250.99-0.26buy
Allied Investment Advisors, LLC6,6296,957+3280.410.32-0.09buy
Benchmark Financial Wealth Advisors, LLC5,1325,439+3070.610.49-0.12buy
MARATHON CAPITAL MANAGEMENT10,66310,954+2911.030.82-0.21buy
Cypress Capital, LLC1,1221,272+1500.140.13-0.01buy
SHEETS SMITH WEALTH MANAGEMENT10,41410,534+1200.500.39-0.12buy
Graves Light Lenhart Wealth, Inc.769889+1200.030.03-0.00buy
Magnus Financial Group LLC7,2687,370+1020.250.19-0.06buy
G&S Capital LLC1,1811,251+700.180.13-0.04buy
180 WEALTH ADVISORS, LLC2,5722,612+400.130.10-0.03buy
Rinkey Investments1,9201,955+350.210.17-0.04buy
AMERICAN NATIONAL BANK & TRUST516545+290.020.02-0.00buy
THOMPSON INVESTMENT MANAGEMENT, INC.5579+240.000.00+0.00buy
Certified Advisory Corp13,19413,218+240.510.39-0.12buy
RVW Wealth, LLC855879+240.030.02-0.01buy
HHM Wealth Advisors, LLC1,5401,552+120.080.06-0.02buy
Towerpoint Wealth, LLC5,0125,020+80.870.64-0.23buy
Investors Research Corp7882+40.010.01-0.00buy
Insight Wealth Strategies, LLC764754-100.040.03-0.01sell
WestHill Financial Advisors, Inc.848836-120.070.05-0.02sell
CONTRAVISORY INVESTMENT MANAGEMENT, INC.609590-190.050.04-0.02sell
Old Port Advisors2,4362,402-340.240.17-0.07sell
CENTRAL BANK & TRUST CO1,4501,400-500.100.07-0.02sell
JGP Wealth Management, LLC1,4911,418-730.070.05-0.02sell
Cooper Financial Group3,0142,938-760.130.09-0.04sell
Bath Savings Trust Co8,2778,184-930.380.31-0.07sell
Castleview Partners, LLC1,6231,520-1030.360.25-0.11sell
Liberty Capital Management, Inc.1,6001,340-2600.120.08-0.03sell
GREENLEAF TRUST2,6262,361-2650.010.01-0.00sell
Balefire, LLC14,98314,712-2711.210.88-0.33sell
DAVIDSON INVESTMENT ADVISORS1,945870-1,0750.040.01-0.02sell
FIRST UNITED BANK & TRUST5,2584,008-1,2500.730.42-0.31sell
Sound Income Strategies, LLC11,69810,439-1,2590.250.17-0.07sell
Crumly & Associates Inc.4,7503,232-1,5180.430.23-0.20sell
Chesley Taft & Associates LLC95,82793,673-2,1541.721.34-0.38sell
Vigilare Wealth Management11,9468,218-3,7281.740.93-0.81sell
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