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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
501
J.W. Cole Advisors
Florida
$850K +$155K +4,247 +22%
NVCHI
502
New Vernon Capital Holdings II
New Jersey
$847K +$860K +23,544 New
TNBTD
503
Trustmark National Bank Trust Department
Mississippi
$837K +$9.13K +250 +1%
LWM
504
Liberty Wealth Management
California
$835K +$24.9K +682 +3%
RDWM
505
Red Door Wealth Management
Tennessee
$828K +$605K +16,577 +259%
AFP
506
Ausdal Financial Partners
Iowa
$821K -$251K -6,864 -23%
OFG
507
OmniStar Financial Group
North Carolina
$815K +$139K +3,818 +20%
WG
508
Winton Group
United Kingdom
$810K – – –
KLC
509
Knowledge Leaders Capital
Colorado
$805K -$179K -4,896 -18%
SSWM
510
Sheets Smith Wealth Management
North Carolina
$804K +$61K +1,671 +8%
LNC
511
Lincoln National Corp
Pennsylvania
$793K -$1.76M -48,108 -69%
OMC
512
Old Mission Capital
Illinois
$790K -$1.42M -38,933 -64%
AAM
513
Aureus Asset Management
Massachusetts
$789K +$183K +5,000 +30%
SF
514
Synovus Financial
Georgia
$781K -$1.4M -38,271 -64%
EVM
515
Eaton Vance Management
Massachusetts
$779K – – –
JWBC
516
J.W. Burns & Co
New York
$778K +$94.2K +2,580 +14%
PC
517
Port Capital
Illinois
$768K – – –
WCM
518
WealthBridge Capital Management
Ohio
$763K +$32.2K +882 +4%
PPP
519
Private Portfolio Partners
New Jersey
$755K +$23.8K +653 +3%
PFM
520
Phillips Financial Management
Indiana
$735K +$39.7K +1,086 +6%
UAS
521
United Asset Strategies
New York
$733K +$13.7K +374 +2%
EWM
522
Empirical Wealth Management
Washington
$728K -$11.1K -304 -1%
SIC
523
Schwartz Investment Counsel
Michigan
$718K – – –
TI
524
tru Independence
Oregon
$716K +$44.4K +1,215 +7%
KA
525
Kovack Advisors
Florida
$709K -$61.7K -1,690 -8%
19 20
21
22 23