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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
401
Carlson Capital Management
Minnesota
$2M – – –
MWM
402
Moulton Wealth Management
Washington
$1.99M -$529K -14,489 -21%
IW
403
Instrumental Wealth
Florida
$1.99M -$289K -7,923 -13%
AC
404
Avestar Capital
New York
$1.98M +$2.06M +56,445 New
AWM
405
Avior Wealth Management
Nebraska
$1.95M -$88.9K -2,435 -4%
BAM
406
Belpointe Asset Management
Nevada
$1.92M +$451K +12,346 +29%
XS
407
XR Securities
Illinois
$1.92M -$256K -7,011 -11%
VC
408
Vicus Capital
Pennsylvania
$1.92M -$661K -18,121 -25%
TSW
409
Thompson Siegel & Walmsley
Virginia
$1.91M – – –
SAM
410
Simplify Asset Management
Nevada
$1.9M -$973K -26,651 -33%
TWM
411
TriaGen Wealth Management
California
$1.85M +$115K +3,138 +6%
JF
412
Jump Financial
Illinois
$1.85M +$966K +26,462 +100%
BRM
413
Boston Research & Management
Massachusetts
$1.84M – – –
CFGF
414
Compass Financial Group (Florida)
Florida
$1.84M +$16.3K +448 +0.9%
OCM
415
One Capital Management
California
$1.83M -$18.5K -506 -1%
SA
416
Sunesis Advisors
Kansas
$1.83M +$1.91M +52,214 New
LNC
417
Lincoln National Corp
Pennsylvania
$1.81M +$68.1K +1,865 +4%
NC
418
NewSquare Capital
Pennsylvania
$1.81M -$17.6K -483 -0.9%
PFPT
419
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.77M +$513K +14,065 +39%
WA
420
WBH Advisory
Maryland
$1.75M +$20.9K +573 +1%
RG
421
Rathbones Group
United Kingdom
$1.75M +$1.83M +50,030 New
CG
422
Colony Group
Massachusetts
$1.74M -$41.2K -1,128 -2%
FCA
423
FinTrust Capital Advisors
South Carolina
$1.72M +$617K +16,911 +52%
SPWM
424
Spartan Planning & Wealth Management
North Carolina
$1.72M +$1.79M +49,117 New
WAS
425
Winch Advisory Services
Wisconsin
$1.69M -$33.1K -907 -2%
15 16
17
18 19