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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
ARIS
476
Advanced Research Investment Solutions
California
$1.01M – – –
AWA
477
Arete Wealth Advisors
Illinois
$1.01M +$5.04K +138 +0.5%
CCM
478
Courage Capital Management
Tennessee
$1.01M – – –
FNT
479
First National Trust
Pennsylvania
$996K +$840 +23 +0.1%
HB
480
Homrich & Berg
Georgia
$995K -$11.4K -312 -1%
CW
481
CreativeOne Wealth
Kansas
$988K +$394K +10,776 +65%
MWM
482
Modera Wealth Management
New Jersey
$985K -$4.57K -125 -0.5%
GW
483
GW & Wade
Massachusetts
$984K +$50.7K +1,389 +5%
JWCA
484
J.W. Coons Advisors
Ohio
$975K – – –
V
485
Veritable
Delaware
$954K +$710K +19,454 +276%
RZH
486
Relyea Zuckerberg Hanson
Connecticut
$943K – – –
AIA
487
Avalon Investment & Advisory
Texas
$940K +$633K +17,343 +198%
PWM
488
PBMares Wealth Management
Virginia
$918K +$259K +7,100 +39%
FHA
489
Flagship Harbor Advisors
Massachusetts
$910K -$56.1K -1,535 -6%
GC
490
Gruss & Co
Florida
$900K -$3.47M -95,000 -79%
CCT
491
Country Club Trust
Missouri
$896K +$5.66K +155 +0.6%
LBD
492
Landsberg Bennett & Dubbaneh
Florida
$896K +$324K +8,878 +56%
AWS
493
AJ Wealth Strategies
New York
$894K +$907K +24,845 New
PCIA
494
Prime Capital Investment Advisors
Kansas
$892K +$532K +14,559 +142%
BAM
495
Baldrige Asset Management
Pennsylvania
$892K +$583K +15,974 +181%
FEM
496
Fulcrum Equity Management
Texas
$876K +$889K +24,350 New
BWM
497
Baystate Wealth Management
Massachusetts
$875K -$28.5M -781,086 -97%
TI
498
Tidal Investments
Wisconsin
$873K -$3.29K -90 -0.4%
C
499
Certuity
Florida
$872K +$11.9K +325 +1%
LWAC
500
Laurel Wealth Advisors (California)
California
$857K +$242K +6,631 +39%
18 19
20
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