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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
401
Lifelong Wealth Advisors
Minnesota
$8M -$1.77M -19,350 -18%
DRS
402
Deane Retirement Strategies
Louisiana
$7.97M +$1.07M +11,631 +15%
GA
403
GFS Advisors
Texas
$7.92M -$1.36M -14,837 -14%
SHJ
404
Sharkey, Howes & Javer
Colorado
$7.91M -$8.01M -87,341 -49%
CNB
405
Camden National Bank
Maine
$7.83M -$129K -1,404 -2%
PCWA
406
Pacific Capital Wealth Advisors
California
$7.83M +$292K +3,179 +4%
PS
407
Principal Securities
Iowa
$7.8M -$1.71M -18,610 -17%
KA
408
Kure Advisory
Minnesota
$7.77M -$465K -5,065 -5%
BCM
409
Beck Capital Management
Texas
$7.76M +$1.47K +16 +0%
RFO
410
RiverGlades Family Offices
Florida
$7.76M +$8.08M +88,039 New
TWM
411
TriaGen Wealth Management
California
$7.76M -$86.8K -946 -1%
MAS
412
Madden Advisory Services
Florida
$7.74M -$178K -1,940 -2%
MPW
413
MA Private Wealth
California
$7.69M -$6.37M -69,474 -44%
WF
414
Welch & Forbes
Massachusetts
$7.66M – – –
IC
415
Inscription Capital
Texas
$7.59M -$424K -4,627 -5%
BFA
416
Blueprint Financial Advisors
North Carolina
$7.55M -$221K -2,411 -3%
ATC
417
Argent Trust Co
Tennessee
$7.49M +$47.4K +517 +0.6%
RWS
418
Rochester Wealth Strategies
Michigan
$7.39M -$1.62M -17,697 -17%
TM
419
Tikvah Management
North Carolina
$7.25M – – –
SIA
420
Sage Investment Advisers
New York
$7.24M +$264K +2,875 +4%
SB
421
Strategic Blueprint
Georgia
$7.22M -$4.85M -52,905 -39%
FSBI
422
Fearless Solutions (Best Invest)
Texas
$7.18M +$121K +1,322 +2%
DFA
423
Delta Financial Advisors
Louisiana
$7.16M +$4.31K +47 +0.1%
SC
424
Scotia Capital
Ontario, Canada
$7.13M +$121K +1,316 +2%
BFP
425
Briaud Financial Planning
Texas
$7.13M -$36.8K -401 -0.5%
15 16
17
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