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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
351
TriaGen Wealth Management
California
$3.62M +$273K +6,175 +8%
DFA
352
Davies Financial Advisors
California
$3.62M +$3.16M +71,434 +653%
TM
353
Tikvah Management
North Carolina
$3.61M – – –
AFO
354
Allie Family Office
Florida
$3.57M +$1.24M +28,085 +53%
CNB
355
Camden National Bank
Maine
$3.53M +$183K +4,134 +5%
BIP
356
Blueprint Investment Partners
North Carolina
$3.51M -$316K -7,157 -8%
AA
357
Altman Advisors
Illinois
$3.48M +$24.5K +555 +0.7%
WWC
358
Waypoint Wealth Counsel
Georgia
$3.47M +$15K +339 +0.4%
M
359
MOTCO
Texas
$3.45M +$270K +6,116 +8%
BIP
360
Blue Investment Partners
California
$3.45M +$19.9K +451 +0.6%
AAP
361
Arax Advisory Partners
Colorado
$3.4M -$252K -5,703 -7%
GKWIM
362
Gerber Kawasaki Wealth & Investment Management
California
$3.38M +$34.3K +776 +1%
WT
363
Whittier Trust
California
$3.35M +$20K +452 +0.6%
RVM
364
Robinson Value Management
Texas
$3.34M -$12.9K -293 -0.4%
SC
365
Sepio Capital
Utah
$3.3M +$2.03K +46 +0.1%
AI
366
Atria Investments
North Carolina
$3.28M -$177K -4,005 -5%
KP
367
Kitching Partners
Pennsylvania
$3.25M +$178K +4,037 +6%
NF
368
NavPoint Financial
Minnesota
$3.25M -$77.1K -1,744 -2%
LIA
369
LifePlan Investment Advisors
North Carolina
$3.25M +$59.4K +1,344 +2%
HWM
370
HB Wealth Management
Georgia
$3.22M +$88 +2 +0%
MCM
371
Mengis Capital Management
Oregon
$3.19M -$22.1K -500 -0.7%
RG
372
Rathbones Group
United Kingdom
$3.13M +$195K +4,405 +7%
EWM
373
Evermay Wealth Management
Virginia
$3.12M – – –
CGA
374
Crescent Grove Advisors
Illinois
$3.05M +$99.2K +2,244 +3%
PA
375
Parallel Advisors
California
$3.04M +$13.3K +300 +0.4%
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