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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
NCA
401
New Century Advisors
Maryland
$2.1M +$2.04M +56,975 New
PWM
402
PBMares Wealth Management
Virginia
$2.07M +$819K +22,917 +69%
FFN
403
Focus Financial Network
Minnesota
$2.07M +$2.01M +56,220 New
F4L
404
Fortune 45 LLC
Louisiana
$2.07M +$2.01M +56,184 New
PFPT
405
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.06M +$664K +18,600 +50%
IC
406
IEQ Capital
California
$2.03M +$527K +14,759 +37%
TSW
407
Thompson Siegel & Walmsley
Virginia
$2M – – –
MHS
408
M Holdings Securities
Oregon
$1.99M +$1.93M +54,154 New
BRM
409
Boston Research & Management
Massachusetts
$1.98M – – –
WA
410
WBH Advisory
Maryland
$1.98M -$276K -7,720 -12%
MA
411
Mosaic Advisors
Texas
$1.97M -$3.19M -89,383 -63%
CFGF
412
Compass Financial Group (Florida)
Florida
$1.97M +$3.54K +99 +0.2%
AWM
413
Avior Wealth Management
Nebraska
$1.97M +$124K +3,482 +7%
AFO
414
Allie Family Office
Florida
$1.97M -$691K -19,335 -27%
SW
415
SlateStone Wealth
Florida
$1.96M -$18.7K -523 -1%
NL
416
NVWM LLC
Pennsylvania
$1.95M +$436K +12,208 +30%
NAM
417
Nissay Asset Management
Japan
$1.94M -$504K -14,097 -21%
SA
418
Sunesis Advisors
Kansas
$1.92M – – –
WDL
419
Well Done LLC
Michigan
$1.9M +$300K +8,386 +19%
WDC
420
Woodward Diversified Capital
California
$1.89M -$102K -2,859 -5%
ECM
421
Evergreen Capital Management
Washington
$1.87M +$423K +11,846 +30%
VWA
422
Visionary Wealth Advisors
Illinois
$1.86M -$399K -11,163 -18%
TM
423
Tikvah Management
North Carolina
$1.85M – – –
BEI
424
Benjamin Edwards Inc
Missouri
$1.82M -$748K -20,939 -30%
WP
425
WealthSource Partners
California
$1.82M +$163K +4,562 +10%
15 16
17
18 19