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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
276
Morton Capital Management
California
$12.3M -$236K -3,619 -2%
PCA
277
Purkiss Capital Advisors
Connecticut
$12.1M -$6.68M -102,412 -38%
LWA
278
Lowe Wealth Advisors
Maryland
$12M -$151K -2,313 -1%
SAMC
279
Spectrum Asset Management (California)
California
$11.7M +$274K +4,202 +3%
SJGA
280
Stephen J. Garry & Associates
New York
$11.6M +$21.2K +325 +0.2%
BP
281
Ballentine Partners
Massachusetts
$11.5M -$26.1K -400 -0.3%
SC
282
Sapient Capital
Indiana
$11.5M +$609K +9,330 +6%
WDL
283
Well Done LLC
Michigan
$11.5M +$346K +5,300 +3%
MPW
284
MA Private Wealth
California
$11.5M +$959K +14,705 +10%
SFS
285
Security Financial Services
Indiana
$11.4M +$2.59M +39,662 +34%
NW
286
NewEdge Wealth
Pennsylvania
$11.4M +$3.57M +54,724 +57%
EAMA
287
EFG Asset Management (Americas)
Florida
$11.3M -$82.7K -1,268 -0.8%
PCA
288
Prosperity Capital Advisors
Ohio
$11.3M +$3.23M +49,463 +47%
OPA
289
Old Port Advisors
Maine
$11.2M +$171K +2,621 +2%
BWP
290
BSW Wealth Partners
Colorado
$11.2M +$58.9K +903 +0.6%
FCIM
291
Fairview Capital Investment Management
California
$11.1M -$39.1K -600 -0.4%
LF
292
LifePlan Financial
Minnesota
$11.1M -$567K -8,688 -5%
MWM
293
MinichMacGregor Wealth Management
New York
$11.1M +$269K +4,127 +3%
WA
294
Wealth Alliance
New York
$11M +$1.65M +25,217 +20%
II
295
Impact Investors
California
$10.9M -$541K -8,297 -5%
TFGT
296
TS Financial Group (TSFG)
Illinois
$10.9M +$2.4M +36,788 +33%
MA
297
Mutual Advisors
Nebraska
$10.9M +$4.37M +67,047 +92%
CASB
298
Cape Ann Savings Bank
Massachusetts
$10.8M -$296K -4,532 -3%
SP
299
Stablepoint Partners
Massachusetts
$10.8M -$869K -13,322 -8%
JFA
300
JNBA Financial Advisors
Minnesota
$10.7M -$303K -4,644 -3%
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12
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