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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$897K +$941K +27,527 New
C
502
Certuity
Florida
$896K +$7.72K +226 +0.8%
BWM
503
Bulltick Wealth Management
Florida
$892K +$48.7K +1,424 +5%
BWM
504
Birchcreek Wealth Management
Ohio
$890K -$191K -5,586 -17%
EE
505
EWG Elevate
California
$877K +$605K +17,708 +191%
TNBTD
506
Trustmark National Bank Trust Department
Mississippi
$870K +$1.71K +50 +0.2%
KA
507
Kovack Advisors
Florida
$869K +$186K +5,429 +25%
AIA
508
Avalon Investment & Advisory
Texas
$859K +$9.91K +290 +1%
AA
509
Advisory Alpha
Michigan
$859K +$902K +26,409 New
FHA
510
Flagship Harbor Advisors
Massachusetts
$856K +$20.7K +607 +2%
CIA
511
Choate Investment Advisors
Massachusetts
$855K -$138K -4,047 -13%
WANY
512
Wealthspire Advisors (New York)
New York
$847K +$494K +14,451 +125%
CCT
513
Country Club Trust
Missouri
$807K +$9.74K +285 +1%
GW
514
GW & Wade
Massachusetts
$795K -$5.5K -161 -0.7%
VC
515
Vicus Capital
Pennsylvania
$781K +$14.4K +421 +2%
IPW
516
Inlet Private Wealth
Florida
$768K +$59.8K +1,750 +8%
FA
517
Forefront Analytics
Pennsylvania
$768K +$166K +4,845 +26%
NW
518
NewEdge Wealth
Pennsylvania
$752K +$790K +23,128 New
OFA
519
Oak Family Advisors
Illinois
$742K -$422K -12,347 -35%
WCM
520
WealthBridge Capital Management
Ohio
$727K – – –
CCG
521
Cypress Capital Group
Florida
$726K +$12K +350 +2%
JWBC
522
J.W. Burns & Co
New York
$722K +$5.81K +170 +0.8%
TI
523
Tidal Investments
Wisconsin
$719K +$13.5K +394 +2%
AAM
524
Aureus Asset Management
Massachusetts
$713K – – –
EVM
525
Eaton Vance Management
Massachusetts
$712K -$396K -11,586 -35%
19 20
21
22 23