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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
DRS
326
Deane Retirement Strategies
Louisiana
$4.73M -$24.8K -529 -0.6%
BCI
327
Brinker Capital Investments
Pennsylvania
$4.73M -$367K -7,842 -8%
OPS
328
Orion Portfolio Solutions
Nebraska
$4.73M -$367K -7,842 -8%
BFM
329
Boston Financial Management
Massachusetts
$4.71M +$44.4K +948 +1%
DAS
330
Diversify Advisory Services
Utah
$4.69M +$87.4K +1,868 +2%
NMG
331
New Millennium Group
Utah
$4.69M -$1.06M -22,568 -19%
WP
332
WMS Partners
Maryland
$4.69M – – –
WA
333
Wealth Alliance
New York
$4.69M -$2.11K -45 -0%
SIA
334
Sage Investment Advisers
New York
$4.58M -$79.6K -1,700 -2%
FT
335
Fiduciary Trust
Massachusetts
$4.56M +$124K +2,640 +3%
PWA
336
Provenance Wealth Advisors
Florida
$4.55M -$8.61K -184 -0.2%
IC
337
Inscription Capital
Texas
$4.53M -$12.5K -266 -0.3%
SAW
338
Signal Advisors Wealth
Michigan
$4.53M +$3.74M +79,922 +714%
RFO
339
RiverGlades Family Offices
Florida
$4.52M +$36.3K +775 +0.9%
IC
340
IEQ Capital
California
$4.49M +$1.52M +32,539 +56%
GI
341
Gradient Investments
Minnesota
$4.48M +$116K +2,486 +3%
WF
342
Welch & Forbes
Massachusetts
$4.46M -$18.2K -388 -0.4%
KP
343
Kitching Partners
Pennsylvania
$4.44M +$718K +15,341 +21%
BGA
344
Battery Global Advisors
Massachusetts
$4.42M +$4.15M +88,693 +27,544%
NL
345
NVWM LLC
Pennsylvania
$4.36M -$95.2K -2,033 -2%
WJWM
346
Williams Jones Wealth Management
New York
$4.34M +$28.1K +600 +0.7%
GC
347
Gibson Capital
Pennsylvania
$4.33M +$34.1K +729 +0.8%
PCWA
348
Pacific Capital Wealth Advisors
California
$4.32M -$291K -6,217 -7%
TWM
349
TriaGen Wealth Management
California
$4.32M +$213K +4,543 +6%
WCA
350
Westover Capital Advisors
Delaware
$4.29M +$2.53M +54,134 +168%
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