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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
401
SVB Wealth
Massachusetts
$1.9M +$324K +8,860 +20%
AWM
402
Avior Wealth Management
Nebraska
$1.9M -$435K -11,920 -18%
CG
403
Caprock Group
Idaho
$1.89M – – –
SA
404
Sunesis Advisors
Kansas
$1.88M – – –
MHS
405
M Holdings Securities
Oregon
$1.86M +$662K +18,116 +54%
CS
406
Comerica Securities
Michigan
$1.84M +$102K +2,784 +6%
EWM
407
Edge Wealth Management
New York
$1.82M -$80.9K -2,215 -4%
UCFA
408
United Capital Financial Advisors
Texas
$1.76M +$91.6K +2,508 +5%
HKAM
409
Horizon Kinetics Asset Management
New York
$1.74M +$594K +16,261 +51%
QAM
410
Q3 Asset Management
Michigan
$1.74M +$1.15M +31,503 +186%
IWC
411
Integrated Wealth Concepts
Massachusetts
$1.74M +$817K +22,362 +86%
FFG
412
Ford Financial Group
California
$1.73M +$595K +16,307 +51%
BA
413
Bristlecone Advisors
Washington
$1.72M +$1.16M +31,830 +198%
FAIM
414
Financial Advocates Investment Management
Washington
$1.7M -$2M -54,856 -54%
FPCP
415
Fort Point Capital Partners
California
$1.7M +$151K +4,131 +10%
S
416
SignatureFD
Georgia
$1.66M +$145K +3,979 +9%
MIM
417
Macroview Investment Management
Maryland
$1.66M +$372K +10,180 +28%
JA
418
JVL Associates
Michigan
$1.65M -$15.9K -435 -0.9%
WP
419
WealthSource Partners
California
$1.63M +$1.35K +37 +0.1%
RAM
420
Riggs Asset Management
Pennsylvania
$1.62M +$3.21K +88 +0.2%
GT
421
Glenmede Trust
Pennsylvania
$1.61M +$94.3K +2,583 +6%
SAM
422
SignalPoint Asset Management
Missouri
$1.61M -$125K -3,411 -7%
WP
423
WealthShield Partners
North Carolina
$1.61M +$1.63M +44,680 New
CAW
424
Cornerstone Advisors (Washington)
Washington
$1.6M -$94.5K -2,588 -5%
HR
425
Hayden Royal
North Carolina
$1.6M +$901K +24,669 +125%
15 16
17
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