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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
476
Trivium Point Advisory
Connecticut
$749K +$146K +4,470 +26%
EVM
477
Eaton Vance Management
Massachusetts
$735K +$87.5K +2,669 +14%
JIP
478
Jaffetilchin Investment Partners
Florida
$732K +$706K +21,548 New
KA
479
Kovack Advisors
Florida
$727K +$98.3K +2,999 +16%
PC
480
Port Capital
Illinois
$725K – – –
DIM
481
Delta Investment Management
California
$705K +$367K +11,212 +117%
SSWM
482
Sheets Smith Wealth Management
North Carolina
$703K +$678K +20,686 New
KFS
483
Kelly Financial Services
Massachusetts
$699K +$590K +18,004 +701%
EWM
484
Empirical Wealth Management
Washington
$698K -$6.78K -207 -1%
PPP
485
Private Portfolio Partners
New Jersey
$691K +$655 +20 +0.1%
WCM
486
WealthBridge Capital Management
Ohio
$690K +$29.5K +900 +5%
UAS
487
United Asset Strategies
New York
$680K +$6.49K +198 +1%
SIC
488
Schwartz Investment Counsel
Michigan
$678K -$27.4K -835 -4%
HR
489
Hayden Royal
North Carolina
$671K +$98K +2,992 +18%
MG
490
Mather Group
Illinois
$663K +$639K +19,508 New
JWCA
491
J.W. Cole Advisors
Florida
$658K +$635K +19,370 New
PFM
492
Phillips Financial Management
Indiana
$657K – – –
VAS
493
Valicenti Advisory Services
New York
$653K – – –
JWBC
494
J.W. Burns & Co
New York
$647K – – –
BS
495
Banco Santander
Spain
$642K +$139K +4,241 +29%
OFG
496
OmniStar Financial Group
North Carolina
$640K -$35.3K -1,076 -5%
IAA
497
Ironsides Asset Advisors
North Carolina
$640K – – –
CFA
498
Carroll Financial Associates
North Carolina
$640K +$169K +5,161 +38%
LP
499
LGL Partners
Pennsylvania
$639K – – –
TI
500
tru Independence
Oregon
$635K +$25.2K +769 +4%
18 19
20
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