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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
401
Townsend & Associates
Colorado
$1.79M +$1.67M +50,767 New
GCWM
402
Graham Capital Wealth Management
District of Columbia
$1.78M -$25K -761 -1%
PP
403
Prudential plc
United Kingdom
$1.78M -$287K -8,754 -15%
VFO
404
Virtus Family Office
Texas
$1.77M -$997K -30,355 -37%
WAS
405
Winch Advisory Services
Wisconsin
$1.75M -$175K -5,344 -10%
SIS
406
Strategic Investment Solutions
Illinois
$1.71M +$1.55M +47,246 New
OC
407
Oppenheimer & Co
New York
$1.71M -$1.6M -48,729 -50%
LNC
408
Lincoln National Corp
Pennsylvania
$1.69M +$247K +7,534 +18%
CC
409
Cadinha & Co
Hawaii
$1.68M -$12.5K -381 -0.8%
TWM
410
TriaGen Wealth Management
California
$1.67M +$50.9K +1,550 +3%
LL
411
LWMG LLC
Minnesota
$1.67M +$1.58M +48,208 New
ST
412
Sageworth Trust
Pennsylvania
$1.67M – – –
AAS
413
Ameritas Advisory Services
Nebraska
$1.65M +$9.13K +278 +0.6%
BIP
414
Blue Investment Partners
California
$1.64M +$1.56M +47,520 New
V
415
Veritable
Delaware
$1.63M -$101K -3,069 -6%
FA
416
Forefront Analytics
Pennsylvania
$1.62M +$506K +15,422 +49%
AWM
417
Avior Wealth Management
Nebraska
$1.6M -$79.9K -2,434 -5%
UCFA
418
United Capital Financial Advisors
Texas
$1.6M -$198K -6,021 -12%
AAS
419
Avantax Advisory Services
Texas
$1.59M -$1.73M -52,552 -53%
CWS
420
Confluence Wealth Services
Pennsylvania
$1.58M +$149K +4,551 +11%
BWM
421
Birchcreek Wealth Management
Ohio
$1.58M +$14.2K +433 +1%
SB
422
Simmons Bank
Arkansas
$1.58M -$235K -7,152 -14%
CM
423
Columbus Macro
Pennsylvania
$1.58M +$1.5M +45,588 New
HCC
424
Hirtle Callaghan & Co
Pennsylvania
$1.57M – – –
IWC
425
Integrated Wealth Concepts
Massachusetts
$1.55M -$18.4K -561 -1%
15 16
17
18 19