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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
226
AE Wealth Management
Kansas
$6.69M -$885K -24,882 -11%
ACP
227
Aveo Capital Partners
Colorado
$6.63M +$994K +27,949 +17%
SAMC
228
Spectrum Asset Management (California)
California
$6.51M +$2.24M +63,076 +50%
EW
229
Evoke Wealth
California
$6.5M +$1.64K +46 +0%
SWM
230
Scissortail Wealth Management
Oklahoma
$6.42M +$6.56M +184,485 New
FT
231
Fiduciary Trust
Massachusetts
$6.34M -$277K -7,789 -4%
WWP
232
WR Wealth Planners
Missouri
$6.3M +$140K +3,925 +2%
IWP
233
Insight Wealth Partners
Texas
$6.25M +$47.6K +1,337 +0.7%
NAM
234
NTV Asset Management
West Virginia
$6.24M -$32K -900 -0.5%
SPC
235
Sigma Planning Corp
Michigan
$6.2M -$470K -13,198 -7%
BWP
236
BSW Wealth Partners
Colorado
$6.15M -$689K -19,366 -10%
VCM
237
Vivaldi Capital Management
Illinois
$6.15M -$565K -15,871 -8%
WMP
238
Wealth Management Partners
Arizona
$6.12M +$6.33M +178,000 New
GI
239
GAMCO Investors
Connecticut
$6.09M -$8.89K -250 -0.1%
AWM
240
Axxcess Wealth Management
California
$6.09M -$204K -5,731 -3%
FHA
241
First Horizon Advisors
Tennessee
$6.08M +$455K +12,793 +8%
CHAM
242
Clear Harbor Asset Management
Connecticut
$6.06M -$601K -16,904 -9%
SCA
243
Spearhead Capital Advisors
Florida
$5.99M – – –
ANTB
244
AMG National Trust Bank
Colorado
$5.95M +$2.11M +59,339 +52%
OIS
245
Okabena Investment Services
Minnesota
$5.91M – – –
BPA
246
Beacon Pointe Advisors
California
$5.89M -$5.47M -153,734 -47%
SFS
247
Sowell Financial Services
Arkansas
$5.85M +$2.36M +66,215 +64%
BRWA
248
B. Riley Wealth Advisors
Florida
$5.84M -$341K -9,582 -5%
SCA
249
Strategic Capital Advisers
Colorado
$5.81M +$889K +24,985 +17%
MWM
250
Moulton Wealth Management
Washington
$5.8M – – –
8 9
10
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