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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
476
Liberty Wealth Management
California
$1.3M +$481K +13,430 +58%
OFA
477
Oak Family Advisors
Illinois
$1.27M +$1.26M +35,154 New
TA
478
TruWealth Advisors
Louisiana
$1.26M +$1.25M +34,829 New
EWA
479
Exencial Wealth Advisors
Oklahoma
$1.26M -$1.11K -31 -0.1%
PG
480
Pendal Group
Australia
$1.24M – – –
FPF
481
First Pacific Financial
Washington
$1.23M +$1.22M +34,025 New
SWM
482
SVA Wealth Management
Wisconsin
$1.23M +$1.22M +34,029 New
FAIM
483
Financial Advocates Investment Management
Washington
$1.23M -$481K -13,427 -28%
WT
484
Whittier Trust
California
$1.22M +$529K +14,792 +78%
SFFS
485
Stonehage Fleming Financial Services
Jersey
$1.22M +$12.7K +355 +1%
EVM
486
Eaton Vance Management
Massachusetts
$1.21M +$424K +11,853 +55%
NL
487
NWAM LLC
Washington
$1.21M +$675K +18,862 +129%
TC
488
TAP Consulting
Missouri
$1.21M -$3.04K -85 -0.3%
HFP
489
Holistic Financial Partners
Indiana
$1.2M – – –
PFPT
490
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.2M – – –
CWP
491
Concord Wealth Partners
Virginia
$1.2M +$1.18M +33,049 New
BWM
492
Birchcreek Wealth Management
Ohio
$1.19M +$1.18M +32,948 New
CA
493
Clearstead Advisors
Ohio
$1.19M – – –
BFS
494
Bard Financial Services
Connecticut
$1.19M +$1.17M +32,750 New
MWM
495
Merriman Wealth Management
Washington
$1.16M -$2.72M -76,093 -70%
PWM
496
PBMares Wealth Management
Virginia
$1.15M +$225K +6,277 +25%
VVP
497
Venture Visionary Partners
Ohio
$1.15M +$1.13M +31,644 New
AWA
498
Arete Wealth Advisors
Illinois
$1.14M +$106K +2,973 +11%
AP
499
Arlington Partners
Alabama
$1.14M +$1.12M +31,411 New
WCM
500
Whitener Capital Management
North Carolina
$1.14M +$3.04K +85 +0.3%
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