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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
401
Thompson Siegel & Walmsley
Virginia
$2.04M +$8.36K +233 +0.4%
BRM
402
Boston Research & Management
Massachusetts
$2.01M -$538 -15 -0%
OCM
403
One Capital Management
California
$2M -$112K -3,111 -5%
CG
404
Colony Group
Massachusetts
$2M -$668K -18,620 -26%
LWM
405
Liberty Wealth Management
California
$1.97M +$1.91M +53,147 New
CFGF
406
Compass Financial Group (Florida)
Florida
$1.97M +$7.11K +198 +0.4%
MHS
407
M Holdings Securities
Oregon
$1.96M -$13K -361 -0.7%
SA
408
Sunesis Advisors
Kansas
$1.95M -$179 -5 -0%
IC
409
Iconiq Capital
California
$1.94M – – –
AFO
410
Allie Family Office
Florida
$1.94M -$268K -7,480 -13%
NC
411
NewSquare Capital
Pennsylvania
$1.89M -$63K -1,755 -3%
VFO
412
Virtus Family Office
Texas
$1.88M -$28.7K -800 -2%
WA
413
WBH Advisory
Maryland
$1.87M +$1.8M +50,113 New
WAS
414
Winch Advisory Services
Wisconsin
$1.86M -$27.3K -760 -2%
IWA
415
Intercontinental Wealth Advisors
Texas
$1.85M +$1.78M +49,558 New
LNC
416
Lincoln National Corp
Pennsylvania
$1.84M +$17.3K +482 +1%
SW
417
SVB Wealth
Massachusetts
$1.83M -$1.06M -29,572 -38%
CC
418
Cadinha & Co
Hawaii
$1.82M -$2.66K -74 -0.2%
MA
419
Mutual Advisors
Nebraska
$1.81M -$607K -16,903 -26%
UCFA
420
United Capital Financial Advisors
Texas
$1.8M +$68.2K +1,899 +4%
FIM
421
Freedom Investment Management
Connecticut
$1.8M +$151K +4,203 +10%
TWM
422
TriaGen Wealth Management
California
$1.79M -$16.9K -472 -1%
AA
423
Altman Advisors
Illinois
$1.78M -$72.1K -2,010 -3%
TIAM2
424
Tru Independence Asset Management 2
Oregon
$1.77M +$1.7M +47,283 New
SS
425
Simplicity Solutions
Minnesota
$1.75M +$1.68M +46,841 New
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