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Goldman Sachs Physical Gold ETF Shares
AAAU

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
126
Horst & Graben Wealth Management
Oregon
$660K +$3.29K +74 +0.4%
PWM
127
Perigon Wealth Management
California
$660K -$29.5K -663 -4%
CIA
128
Concurrent Investment Advisors
Florida
$655K -$756 -17 -0.1%
EP
129
Evelyn Partners
$623K +$700K +15,740 New
CAMG
130
CWA Asset Management Group
Florida
$582K +$89K +2,000 +16%
NS
131
NBC Securities
Alabama
$538K -$8.59K -193 -1%
FFS
132
Founders Financial Securities
Maryland
$535K -$22.4K -504 -4%
CAM
133
Cresset Asset Management
Illinois
$530K – – –
LFAS
134
Level Four Advisory Services
Texas
$520K +$61K +1,371 +12%
SH
135
SLT Holdings
Arizona
$518K +$30.2K +678 +5%
BRWA
136
B. Riley Wealth Advisors
Florida
$511K -$341K -7,672 -37%
BZWA
137
Blue Zone Wealth Advisors
California
$508K – – –
FCFC
138
First Commonwealth Financial Corp
Pennsylvania
$507K – – –
MGIA
139
Moneta Group Investment Advisors
Missouri
$504K +$42K +945 +8%
SRA
140
Secured Retirement Advisors
Minnesota
$495K -$10.3K -232 -2%
IAS
141
Insigneo Advisory Services
Florida
$495K +$556K +12,500 New
IWC
142
Integrated Wealth Concepts
Massachusetts
$479K +$81.7K +1,837 +18%
WWM
143
Western Wealth Management
Colorado
$475K +$74.8K +1,680 +16%
TYCC
144
Texas Yale Capital Corp
Florida
$467K -$187K -4,200 -26%
HB
145
Horizon Bancorp
Indiana
$466K – – –
MNA
146
Manning & Napier Advisors
New York
$457K +$514K +11,554 New
KCM
147
Kanawha Capital Management
Virginia
$455K – – –
SA
148
Sanctuary Advisors
Indiana
$436K +$118K +2,652 +32%
PHWM
149
Pine Harbor Wealth Management
Maryland
$433K +$6.58K +148 +1%
SCA
150
Snowden Capital Advisors
New York
$433K – – –
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6
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