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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
476
LifePlan Investment Advisors
North Carolina
$5.13M +$121K +1,854 +3%
FSBI
477
Fearless Solutions (Best Invest)
Texas
$5.09M +$148K +2,267 +3%
AP
478
Aspect Partners
Virginia
$5.08M +$177K +2,710 +4%
CCA
479
Cobblestone Capital Advisors
New York
$5.07M – – –
NF
480
NavPoint Financial
Minnesota
$5.05M – – –
WANY
481
Wealthspire Advisors (New York)
New York
$5.05M -$224K -3,440 -5%
PC
482
Promus Capital
Illinois
$5.04M – – –
SW
483
Simplicity Wealth
New Jersey
$5.02M -$518K -7,935 -10%
PPA
484
Pacific Point Advisors
California
$5.01M – – –
MCM
485
Mengis Capital Management
Oregon
$5M +$37.7K +578 +0.8%
AWA
486
Amplius Wealth Advisors
Pennsylvania
$4.97M -$236K -3,619 -5%
CI
487
CPR Investments
Michigan
$4.94M +$76.1K +1,167 +2%
CPIG
488
Chicago Partners Investment Group
Illinois
$4.91M +$55.8K +856 +1%
SWP
489
ShoreHaven Wealth Partners
New Jersey
$4.91M +$453K +6,937 +11%
OCM
490
One Capital Management
California
$4.88M +$48.5K +744 +1%
DSN
491
D. Scott Neal
Kentucky
$4.88M -$407K -6,232 -8%
FA
492
Financial Alternatives
California
$4.88M +$40.8K +625 +0.9%
KIA
493
Knollwood Investment Advisory
Maryland
$4.88M +$369K +5,651 +9%
PIA
494
Perennial Investment Advisors
California
$4.87M +$376K +5,768 +9%
BFS
495
Bradley Foster & Sargent
Connecticut
$4.87M -$4.57K -70 -0.1%
PSCM
496
Per Stirling Capital Management
Texas
$4.86M +$84.6K +1,297 +2%
AFO
497
Allie Family Office
Florida
$4.77M -$631K -9,672 -13%
I
498
INVST
Indiana
$4.77M +$1.49M +22,851 +54%
JCM
499
J2 Capital Management
Michigan
$4.76M +$1.11M +17,033 +35%
WT
500
Whittier Trust
California
$4.71M +$215K +3,299 +5%
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