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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
226
Spectrum Asset Management (California)
California
$6.51M +$2.24M +63,076 +50%
EW
227
Evoke Wealth
California
$6.5M +$1.64K +46 +0%
SWM
228
Scissortail Wealth Management
Oklahoma
$6.42M +$6.56M +184,485 New
FT
229
Fiduciary Trust
Massachusetts
$6.34M -$277K -7,789 -4%
WWP
230
WR Wealth Planners
Missouri
$6.3M +$140K +3,925 +2%
IWP
231
Insight Wealth Partners
Texas
$6.25M +$47.6K +1,337 +0.7%
NAM
232
NTV Asset Management
West Virginia
$6.24M -$32K -900 -0.5%
SPC
233
Sigma Planning Corp
Michigan
$6.2M -$470K -13,198 -7%
BWP
234
BSW Wealth Partners
Colorado
$6.15M -$689K -19,366 -10%
VCM
235
Vivaldi Capital Management
Illinois
$6.15M -$565K -15,871 -8%
WMP
236
Wealth Management Partners
Arizona
$6.12M +$6.33M +178,000 New
GI
237
GAMCO Investors
Connecticut
$6.09M -$8.89K -250 -0.1%
AWM
238
Axxcess Wealth Management
California
$6.09M -$204K -5,731 -3%
FHA
239
First Horizon Advisors
Tennessee
$6.08M +$455K +12,793 +8%
CHAM
240
Clear Harbor Asset Management
Connecticut
$6.06M -$601K -16,904 -9%
SCA
241
Spearhead Capital Advisors
Florida
$5.99M – – –
ANTB
242
AMG National Trust Bank
Colorado
$5.95M +$2.11M +59,339 +52%
OIS
243
Okabena Investment Services
Minnesota
$5.91M – – –
BPA
244
Beacon Pointe Advisors
California
$5.89M -$5.47M -153,734 -47%
SFS
245
Sowell Financial Services
Arkansas
$5.85M +$2.36M +66,215 +64%
BRWA
246
B. Riley Wealth Advisors
Florida
$5.84M -$341K -9,582 -5%
SCA
247
Strategic Capital Advisers
Colorado
$5.81M +$889K +24,985 +17%
MWM
248
Moulton Wealth Management
Washington
$5.8M – – –
CASB
249
Cape Ann Savings Bank
Massachusetts
$5.78M +$262K +7,354 +5%
GA
250
GFS Advisors
Texas
$5.68M +$5.89M +165,574 New
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