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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
401
Watermark Asset Management
California
$79K – – –
RFA
402
Reilly Financial Advisors
California
$75K -$6.47K -263 -8%
DOA
403
D'Orazio & Associates
Virginia
$70K -$9.2K -374 -12%
LWA
404
Lenox Wealth Advisors
New York
$69K – – –
WAM
405
Wealthspire Advisors (Maryland)
Maryland
$69K +$3.47K +141 +5%
GRP
406
Global Retirement Partners
California
$64K +$590 +24 +0.9%
FWM
407
Focused Wealth Management
New York
$56K – – –
NFG
408
Next Financial Group
Texas
$56K +$10.9K +444 +25%
AF
409
Allworth Financial
California
$50K -$56.6K -2,303 -53%
BWA
410
BDO Wealth Advisors
Florida
$49K -$69.9K -2,843 -59%
BONST
411
Bank of Nova Scotia Trust
Ontario, Canada
$49K +$49.2K +2,000 New
RWM
412
Raffa Wealth Management
District of Columbia
$48.1K – – –
CP
413
Corbenic Partners
Pennsylvania
$46K +$7.99K +325 +21%
IWM
414
IHT Wealth Management
Illinois
$45K – – –
FA
415
Financial Advantage
Maryland
$44K +$43.9K +1,785 New
FMP
416
Financial Management Professionals
Texas
$43K – – –
AIM
417
Advantage Investment Management
Iowa
$42K – – –
WWM
418
Willingdon Wealth Management
North Carolina
$42K +$41.8K +1,700 New
MWM
419
Mascoma Wealth Management
New Hampshire
$42K +$42.3K +1,720 New
CBT
420
Central Bank & Trust
Kentucky
$41K – – –
BAM
421
Barrett Asset Management
New York
$40K – – –
LC
422
Landaas & Company
Wisconsin
$40K +$40.1K +1,629 New
FPFS
423
First Personal Financial Services
North Carolina
$39K – – –
AIS
424
AlphaOne Investment Services
Pennsylvania
$38K +$37.9K +1,541 New
FIB
425
First Interstate Bank
Montana
$36K – – –
15 16
17
18 19