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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
376
Palladium Partners
Virginia
$1.1M -$15.2K -504 -1%
ECM
377
Evergreen Capital Management
Washington
$1.09M – – –
PAG
378
Pinnacle Advisory Group
Maryland
$1.09M -$1.3K -43 -0.1%
BEI
379
Benjamin Edwards Inc
Missouri
$1.08M +$267K +8,821 +33%
PC
380
Permanens Capital
New York
$1.07M -$1.92M -63,532 -64%
FCM
381
Firestone Capital Management
Florida
$1.07M – – –
PG
382
Pendal Group
Australia
$1.07M +$1.07M +35,415 New
TC
383
TAP Consulting
Missouri
$1.06M -$151 -5 -0%
BSW
384
Buckingham Strategic Wealth
Missouri
$1.05M +$247K +8,176 +31%
SS
385
Simplicity Solutions
Minnesota
$1.04M +$52.9K +1,750 +5%
BPC
386
Banque Pictet & Cie
Switzerland
$1.04M +$809K +26,750 +345%
GT
387
Glenmede Trust
Pennsylvania
$1.04M – – –
AAS
388
Avantax Advisory Services
Texas
$1.04M +$387K +12,808 +59%
HFP
389
Holistic Financial Partners
Indiana
$998K – – –
BAAM
390
Baker Avenue Asset Management
California
$975K -$130K -4,316 -12%
WCM
391
Whitener Capital Management
North Carolina
$953K +$24.5K +811 +3%
BA
392
Ballew Advisors
Mississippi
$942K – – –
CFGF
393
Compass Financial Group (Florida)
Florida
$927K +$930K +30,752 New
CA
394
Clearstead Advisors
Ohio
$926K +$58.7K +1,943 +7%
GW
395
GW & Wade
Massachusetts
$908K +$27.4K +908 +3%
RZH
396
Relyea Zuckerberg Hanson
Connecticut
$889K – – –
SFFS
397
Stonehage Fleming Financial Services
Jersey
$878K +$226K +7,469 +34%
MWM
398
Modera Wealth Management
New Jersey
$872K -$103K -3,403 -11%
EWA
399
Exencial Wealth Advisors
Oklahoma
$859K +$862K +28,511 New
LIM
400
Leavell Investment Management
Alabama
$858K +$108K +3,562 +14%
14 15
16
17 18