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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
226
Fort Point Capital Partners
California
$444K +$31.5K +1,344 +8%
AI
227
Atria Investments
North Carolina
$436K +$152K +6,495 +49%
CWM
228
Concert Wealth Management
California
$435K -$200K -8,536 -30%
DWM
229
Destination Wealth Management
California
$434K -$498K -21,238 -52%
WA
230
WFG Advisors
Texas
$424K -$109K -4,631 -19%
LFAS
231
Level Four Advisory Services
Texas
$424K +$449K +19,141 New
BAS
232
Brown Advisory Securities
Maryland
$422K +$114K +4,840 +34%
OC
233
Oppenheimer & Co
New York
$419K -$2.23M -94,928 -83%
Toronto Dominion Bank
234
Toronto Dominion Bank
Ontario, Canada
$416K +$439K +18,735 +144,115%
FWIA
235
Fort Washington Investment Advisors
Ohio
$414K +$58.6K +2,500 +15%
PFM
236
Phillips Financial Management
Indiana
$413K
WT
237
Whittier Trust
California
$410K +$313K +13,325 +258%
CB
238
Community Bank
New York
$409K +$432K +18,440 New
NPF
239
Norris Perne & French
Michigan
$407K -$3.75K -160 -0.9%
CT
240
Cambridge Trust
Massachusetts
$404K
NFG
241
Next Financial Group
Texas
$398K -$13.8K -590 -3%
BFA
242
Bragg Financial Advisors
North Carolina
$393K -$5.82K -248 -1%
CC
243
Cadinha & Co
Hawaii
$392K -$11.5M -489,890 -97%
HFS
244
HL Financial Services
Kentucky
$380K
SWP
245
Stratos Wealth Partners
Ohio
$377K -$101K -4,296 -20%
BIAS
246
Beacon Investment Advisory Services
New Jersey
$375K +$48.5K +2,069 +14%
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$375K +$122K +5,211 +44%
JWBC
248
J.W. Burns & Co
New York
$358K -$21.9K -933 -5%
JIC
249
Johnson Investment Counsel
Ohio
$357K +$28.8K +1,230 +8%
SCA
250
STALEY CAPITAL ADVISERS
Pennsylvania
$352K +$8.61K +367 +2%