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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
501
First City Capital Management
Georgia
$208K +$15.2K +538 +8%
SHWM
502
Smith & Howard Wealth Management
Georgia
$206K – – –
MCM
503
Manchester Capital Management
Vermont
$204K – – –
SWM
504
SeaCrest Wealth Management
New York
$202K +$4.57K +162 +2%
ITIM
505
Indiana Trust & Investment Management
Indiana
$201K – – –
NIA
506
Northstar Investment Advisors
Colorado
$201K – – –
GWM
507
Geneos Wealth Management
Colorado
$200K +$42.1K +1,493 +27%
CGL
508
Clarius Group LLC
Washington
$200K +$201K +7,109 New
PMFA
509
Plante Moran Financial Advisors
Michigan
$199K +$114K +4,024 +132%
CAN
510
Claraphi Advisory Network
United States
$197K +$197K +6,983 New
PPA
511
Parametric Portfolio Associates
Washington
$195K +$56 +2 +0%
RIS
512
Retirement Income Solutions
Michigan
$194K – – –
RIA
513
Regal Investment Advisors
Michigan
$191K -$2.31K -82 -1%
FANJ
514
Financial Architects (New Jersey)
New Jersey
$189K +$119K +4,210 +169%
SYBT
515
Stock Yards Bank & Trust
Kentucky
$188K -$12.7K -450 -6%
CA
516
Cambridge Advisors
Nebraska
$188K – – –
FM
517
Foster & Motley
Ohio
$184K -$2.21M -78,183 -92%
GFPC
518
Global Financial Private Capital
Florida
$184K -$257K -9,119 -58%
DDPIC
519
Deroy & Devereaux Private Investment Counsel
Michigan
$183K – – –
LSAG
520
Lake Street Advisors Group
New Hampshire
$180K -$7K -248 -4%
CAC
521
Certified Advisory Corp
Florida
$179K +$78.8K +2,795 +79%
EIP
522
Ellis Investment Partners
Pennsylvania
$179K +$85.1K +3,017 +91%
AFG
523
Arkansas Financial Group
Arkansas
$178K – – –
VA
524
Valmark Advisers
Ohio
$178K – – –
KIA
525
KCM Investment Advisors
California
$178K +$178K +6,311 New
19 20
21
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