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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
501
Glassman Wealth Services
Virginia
$30K – – –
MWM
502
Mascoma Wealth Management
New Hampshire
$30K – – –
ANBT
503
American National Bank & Trust
Texas
$29K – – –
DWM
504
Destination Wealth Management
California
$29K +$25.5K +1,017 +496%
MGIA
505
Moneta Group Investment Advisors
Missouri
$29K +$30.2K +1,204 New
BCM
506
Blume Capital Management
California
$29K +$30.4K +1,212 New
AIM
507
Advantage Investment Management
Iowa
$28K -$12.5K -500 -30%
MLIC
508
Mandatum Life Insurance Company
Finland
$28K +$29.2K +1,165 New
ACS
509
Archford Capital Strategies
Illinois
$28K +$29.5K +1,175 New
FGAM
510
Financial Gravity Asset Management
Texas
$27K -$2.53K -101 -8%
CA
511
Crewe Advisors
Utah
$27K – – –
PFBT
512
Parkside Financial Bank & Trust
Missouri
$27K – – –
BWA
513
Burt Wealth Advisors
Maryland
$24K -$101K -4,039 -80%
PS
514
Portfolio Strategies
New York
$24K – – –
BWP
515
Baldwin Wealth Partners
Massachusetts
$22K – – –
PWAG
516
Polaris Wealth Advisory Group
California
$22K – – –
RFM
517
Royal Fund Management
Florida
$21K – – –
BBHC
518
Brown Brothers Harriman & Co
New York
$21K +$21.7K +866 New
LA
519
Legacy Advisors
Pennsylvania
$21K +$21.8K +868 New
BFC
520
Bedel Financial Consulting
Indiana
$20K +$2.36K +94 +13%
KTC
521
Kistler-Tiffany Companies
Pennsylvania
$19K -$3.74K -149 -16%
CAL
522
Capital Analysts LLC
Pennsylvania
$19K – – –
OSNBOA
523
Old Second National Bank of Aurora
Illinois
$19K – – –
VIA
524
Vantage Investment Advisors
Pennsylvania
$18K – – –
HIIFS
525
Harel Insurance Investments & Financial Services
Israel
$16K -$16.3K -650 Closed
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