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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
376
Spartan Planning & Wealth Management
North Carolina
$2.09M +$1.23M +37,440 +162%
FMN
377
Financial Management Network
California
$2.08M -$251K -7,629 -11%
EC
378
Estate Counselors
Wisconsin
$2.07M +$11.5K +350 +0.6%
VC
379
Vicus Capital
Pennsylvania
$2.06M -$58.8K -1,792 -3%
AFO
380
Allie Family Office
Florida
$2.05M -$1.81K -55 -0.1%
BW
381
Bison Wealth
Georgia
$2.02M -$245K -7,457 -12%
WG
382
Winton Group
United Kingdom
$2.01M – – –
CCM
383
Carlson Capital Management
Minnesota
$1.98M +$10.6K +322 +0.6%
TCM
384
True Capital Management
California
$1.96M +$1.86M +56,633 New
OCM
385
One Capital Management
California
$1.96M -$36.4K -1,108 -2%
TW
386
Towerpoint Wealth
California
$1.95M +$50.5K +1,539 +3%
RF
387
Resolute Financial
Massachusetts
$1.92M +$150K +4,570 +9%
MCCA
388
Mill Creek Capital Advisors
Pennsylvania
$1.92M +$1.82M +55,451 New
BCI
389
Brinker Capital Investments
Pennsylvania
$1.91M -$334K -10,160 -16%
IC
390
IEQ Capital
California
$1.89M +$9.85K +300 +0.6%
TSW
391
Thompson Siegel & Walmsley
Virginia
$1.88M – – –
AFP
392
Ausdal Financial Partners
Iowa
$1.87M +$234K +7,120 +15%
BRM
393
Boston Research & Management
Massachusetts
$1.86M – – –
ASN
394
Advisory Services Network
Georgia
$1.84M -$334K -10,160 -16%
MHS
395
M Holdings Securities
Oregon
$1.82M -$9.52K -290 -0.5%
CFGF
396
Compass Financial Group (Florida)
Florida
$1.82M -$920 -28 -0.1%
NC
397
NewSquare Capital
Pennsylvania
$1.81M -$2.76K -84 -0.2%
SA
398
Sunesis Advisors
Kansas
$1.81M – – –
IC
399
Iconiq Capital
California
$1.79M -$142K -4,310 -8%
TA
400
Townsend & Associates
Colorado
$1.79M +$1.67M +50,767 New
14 15
16
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