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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
326
Kelly Financial Services
Massachusetts
$10.8M -$238K -3,048 -2%
SW
327
SteelPeak Wealth
California
$10.7M +$586K +7,499 +6%
FLPIM
328
F.L. Putnam Investment Management
Massachusetts
$10.6M +$1.55M +19,777 +18%
RYIA
329
Roehl & Yi Investment Advisors
Oregon
$10.5M -$77.4K -990 -0.7%
AFG
330
Atomi Financial Group
New York
$10.4M +$231K +2,948 +2%
SHIM
331
Stone House Investment Management
Pennsylvania
$10.4M -$294K -3,761 -3%
WTC
332
WhitTier Trust Company
Nevada
$10.4M +$1.5M +19,140 +18%
SI
333
Seeds Investor
New York
$10.3M +$588K +7,517 +6%
ASG
334
Ariston Services Group
California
$10.3M -$40.4K -517 -0.4%
OFW
335
Omnia Family Wealth
Florida
$10.3M -$99.5K -1,272 -1%
AWM
336
Avaii Wealth Management
Wisconsin
$10.2M -$784K -10,027 -7%
NP
337
NorthRock Partners
Minnesota
$10.1M +$2.27M +29,001 +30%
PFA
338
Pettinga Financial Advisors
Indiana
$10.1M -$447K -5,717 -4%
SCP
339
Silverleafe Capital Partners
Tennessee
$10.1M +$369K +4,722 +4%
HFA
340
Highland Financial Advisors
New Jersey
$10M -$16.8K -215 -0.2%
HFM
341
Harvest Fund Management
China
$10M +$261K +3,335 +3%
FNBT
342
FineMark National Bank & Trust
Florida
$10M -$333K -4,264 -3%
MIC
343
Meridian Investment Counsel
California
$9.99M -$151K -1,936 -2%
MA
344
MBA Advisors
Pennsylvania
$9.98M +$202K +2,578 +2%
HFA
345
High Falls Advisors
New York
$9.98M -$162K -2,073 -2%
AIA
346
AssuredPartners Investment Advisors
Florida
$9.95M +$79.1K +1,012 +0.8%
SIC
347
Sigma Investment Counselors
Michigan
$9.87M -$55.1K -704 -0.6%
BAAM
348
Baker Avenue Asset Management
California
$9.87M -$7.9K -101 -0.1%
VCM
349
Vivaldi Capital Management
Illinois
$9.76M -$80.3K -1,027 -0.8%
AFG
350
ABLE Financial Group
Arizona
$9.66M -$17K -217 -0.2%
12 13
14
15 16