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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
376
Burt Wealth Advisors
Maryland
$120K – – –
LSC
377
Lesa Sroufe & Co
Washington
$120K – – –
TA
378
Tiedemann Advisors
New York
$119K – – –
ASN
379
Advisory Services Network
Georgia
$117K +$1.62K +67 +1%
BWA
380
BDO Wealth Advisors
Florida
$116K +$117K +4,843 New
BBPWM
381
Blue Bell Private Wealth Management
Pennsylvania
$112K – – –
CCM
382
Cribstone Capital Management
Maine
$110K – – –
APSP
383
Asset Planning Services (Pennsylvania)
Pennsylvania
$108K – – –
AF
384
Allworth Financial
California
$103K +$28.8K +1,191 +38%
CAL
385
Capital Advisors Ltd
Ohio
$95K – – –
PA
386
Parallel Advisors
California
$88K -$49K -2,026 -36%
BFEC
387
Benjamin F. Edwards & Company
Missouri
$88K – – –
DSC
388
Duncker Streett & Co
Missouri
$88K – – –
CLOS
389
Compagnie Lombard Odier SCmA
Switzerland
$87K -$54.8K -2,265 -38%
RFA
390
Reilly Financial Advisors
California
$79K +$11.5K +475 +17%
WAM
391
Watermark Asset Management
California
$77K – – –
DOA
392
D'Orazio & Associates
Virginia
$77K +$1.48K +61 +2%
SSB
393
Sandy Spring Bank
Maryland
$75K -$16.1K -665 -17%
WIM
394
Westside Investment Management
California
$74.1K +$18.2K +750 +31%
LWA
395
Lenox Wealth Advisors
New York
$67K – – –
WAM
396
Wealthspire Advisors (Maryland)
Maryland
$64K +$58.7K +2,425 +982%
GRP
397
Global Retirement Partners
California
$62K -$24.2K -1,000 -28%
YWP
398
YorkBridge Wealth Partners
New York
$59K – – –
CG
399
Cutler Group
California
$55K -$678K -27,995 -92%
FWM
400
Focused Wealth Management
New York
$54K – – –
14 15
16
17 18