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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
351
Gradient Investments
Minnesota
$998K -$21.7M -765,766 -96%
CFA
352
Carroll Financial Associates
North Carolina
$997K +$503K +17,733 +106%
SFWA
353
Summit Financial Wealth Advisors
Louisiana
$991K – – –
VAM
354
Verity Asset Management
North Carolina
$977K -$12.3K -434 -1%
GC
355
Gibson Capital
Pennsylvania
$965K +$309K +10,881 +48%
RFC
356
Regions Financial Corp
Alabama
$962K -$5.67K -200 -0.6%
HFP
357
Holistic Financial Partners
Indiana
$960K – – –
IIC
358
Integrated Investment Consultants
Michigan
$956K – – –
SS
359
Simplicity Solutions
Minnesota
$952K +$692K +24,404 +289%
MIM
360
Macroview Investment Management
Maryland
$947K -$1.5K -53 -0.2%
PFA
361
Pettinga Financial Advisors
Indiana
$938K +$53.2K +1,875 +6%
MWM
362
Modera Wealth Management
New Jersey
$937K -$37.7K -1,328 -4%
GBT
363
Grove Bank & Trust
Florida
$935K +$914K +32,234 New
BA
364
Ballew Advisors
Mississippi
$926K -$1.05K -37 -0.1%
AWA
365
Arete Wealth Advisors
Illinois
$924K +$23.7K +837 +3%
SW
366
SVB Wealth
Massachusetts
$924K +$194K +6,857 +27%
WCM
367
Whitener Capital Management
North Carolina
$894K +$52.5K +1,852 +6%
NEAM
368
New England Asset Management
Connecticut
$856K – – –
RZH
369
Relyea Zuckerberg Hanson
Connecticut
$855K +$836K +29,488 New
GW
370
GW & Wade
Massachusetts
$848K +$220K +7,743 +36%
KA
371
Kovack Advisors
Florida
$843K -$92.4K -3,257 -10%
CA
372
Clearstead Advisors
Ohio
$834K -$3.54K -125 -0.4%
BRWA
373
B. Riley Wealth Advisors
Florida
$823K -$69.2K -2,439 -8%
ARIS
374
Advanced Research Investment Solutions
California
$822K +$803K +28,328 New
JPLA
375
Joseph P. Lucia & Associates
New York
$814K +$238K +8,387 +43%
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15
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