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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
501
SageGuard Financial Group
Tennessee
$1.12M +$1.11M +30,912 New
PA
502
Parallel Advisors
California
$1.11M +$575K +16,061 +110%
FIG
503
FundX Investment Group
California
$1.11M -$196K -5,467 -15%
BL
504
Balentine LLC
Georgia
$1.11M +$5.91K +165 +0.5%
CIA
505
Choate Investment Advisors
Massachusetts
$1.1M -$134K -3,742 -11%
SSWM
506
Smith Salley Wealth Management
North Carolina
$1.1M +$1.08M +30,265 New
BA
507
Ballew Advisors
Mississippi
$1.09M – – –
HB
508
Homrich & Berg
Georgia
$1.09M +$91.5K +2,556 +9%
AAM
509
Augustine Asset Management
Florida
$1.09M -$72.7K -2,030 -6%
GC
510
Gibson Capital
Pennsylvania
$1.08M +$23.1K +646 +2%
FHB
511
First Hawaiian Bank
Hawaii
$1.07M -$41.9K -1,171 -4%
IP
512
Intellectus Partners
California
$1.07M +$1.06M +29,578 New
KLC
513
Knowledge Leaders Capital
Colorado
$1.07M +$254K +7,109 +32%
PFM
514
Patton Fund Management
Texas
$1.06M +$387K +10,800 +58%
FEM
515
Fulcrum Equity Management
Texas
$1.04M +$153K +4,286 +18%
VAM
516
Verity Asset Management
North Carolina
$1.03M -$131K -3,655 -11%
PWM
517
PRW Wealth Management
Massachusetts
$1.03M -$569K -15,900 -36%
BFO
518
Boston Family Office
Massachusetts
$1.02M +$1.01M +28,275 New
ARIS
519
Advanced Research Investment Solutions
California
$1.02M – – –
CCM
520
Courage Capital Management
Tennessee
$1.01M – – –
MWM
521
Modera Wealth Management
New Jersey
$1M +$8.41K +235 +0.9%
RZH
522
Relyea Zuckerberg Hanson
Connecticut
$994K +$53K +1,482 +6%
PCIA
523
Prime Capital Investment Advisors
Kansas
$994K +$93.8K +2,620 +11%
C
524
Certuity
Florida
$990K +$110K +3,087 +13%
FNT
525
First National Trust
Pennsylvania
$981K -$22.6K -632 -2%
19 20
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