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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
326
Sharkey, Howes & Javer
Colorado
$7.39M -$1.23M -19,883 -14%
AIA
327
AssuredPartners Investment Advisors
Florida
$7.36M +$7.1M +114,591 +3,321%
CAL
328
Capital Analysts LLC
Pennsylvania
$7.33M -$367K -5,920 -5%
FNBT
329
FineMark National Bank & Trust
Florida
$7.32M +$20.8K +335 +0.3%
SFS
330
Security Financial Services
Indiana
$7.3M -$484K -7,816 -6%
CFO
331
Callan Family Office
Pennsylvania
$7.3M +$289K +4,669 +4%
GWSA
332
Global Wealth Strategies & Associates
Colorado
$7.22M -$749K -12,082 -9%
BFG
333
Buttonwood Financial Group
Missouri
$7.22M -$60.2K -971 -0.8%
SAA
334
Southeast Asset Advisors
Georgia
$7.21M – – –
IWA
335
Icon Wealth Advisors
Texas
$7.2M -$2.5M -40,352 -26%
WFG
336
Wills Financial Group
Virginia
$7.18M – – –
PFM
337
Patton Fund Management
Texas
$7.16M -$727K -11,733 -9%
TCM
338
Towneley Capital Management
California
$7.15M -$1.65M -26,670 -19%
TFGT
339
TS Financial Group (TSFG)
Illinois
$7.05M -$260K -4,199 -4%
SI
340
Seeds Investor
New York
$7.03M +$891K +14,377 +15%
MA
341
MBA Advisors
Pennsylvania
$7.01M -$1.68M -27,079 -19%
SS
342
SBI Securities
Japan
$7M +$201K +3,249 +3%
PHAM
343
Palisades Hudson Asset Management
Florida
$6.93M – – –
AFG
344
ABLE Financial Group
Arizona
$6.93M -$54.8K -885 -0.8%
BAAM
345
Baker Avenue Asset Management
California
$6.9M +$462K +7,458 +7%
SW
346
SoFi Wealth
California
$6.88M +$6.84M +110,351 New
LWA
347
Lifelong Wealth Advisors
Minnesota
$6.83M +$6.79M +109,536 New
RWP
348
RWA Wealth Partners
Massachusetts
$6.75M +$5.29M +85,389 +374%
PI
349
Parkside Investments
Illinois
$6.75M -$6.59M -106,350 -50%
BGA
350
Battery Global Advisors
Massachusetts
$6.74M -$353K -5,700 -5%
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