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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
501
Bard Financial Services
Connecticut
$954K -$81.9K -2,500 -8%
S
502
SignatureFD
Georgia
$943K -$267K -8,142 -21%
WJWM
503
Williams Jones Wealth Management
New York
$914K +$17K +518 +2%
CP
504
Castleview Partners
Texas
$911K +$942K +28,731 +17,957%
FHB
505
First Hawaiian Bank
Hawaii
$907K -$18.2K -554 -2%
HC
506
Hamilton Capital
Ohio
$898K +$86.3K +2,633 +10%
SAM
507
S.A. Mason
Michigan
$894K +$1.97K +60 +0.2%
CCM
508
Courage Capital Management
Tennessee
$883K – – –
AIA
509
Avalon Investment & Advisory
Texas
$879K – – –
ARIS
510
Advanced Research Investment Solutions
California
$875K – – –
WDC
511
Woodward Diversified Capital
California
$869K -$156K -4,750 -15%
FI
512
Financial Insights
Washington
$869K +$903K +27,552 New
AR
513
Apeiron RIA
Texas
$868K +$105K +3,196 +13%
NL
514
NKCFO LLC
Illinois
$865K – – –
CT
515
Clearstead Trust
Maine
$864K +$889K +27,127 +9,419%
FPCP
516
Fort Point Capital Partners
California
$861K -$117K -3,571 -12%
BAM
517
Baldrige Asset Management
Pennsylvania
$856K -$49.7K -1,516 -5%
FCA
518
FinTrust Capital Advisors
South Carolina
$850K +$162K +4,954 +22%
RDWM
519
Red Door Wealth Management
Tennessee
$845K -$53.5K -1,631 -6%
DL
520
DOHJ LLC
Washington
$842K -$2.45M -74,739 -74%
HWP
521
Highline Wealth Partners
California
$837K +$870K +26,555 New
EWM
522
Empirical Wealth Management
Washington
$836K -$38.8K -1,184 -4%
KA
523
Kovack Advisors
Florida
$829K -$38.6K -1,177 -4%
CFM
524
Coronation Fund Managers
South Africa
$827K -$136K -4,162 -14%
JWCA
525
J.W. Coons Advisors
Ohio
$820K +$77.8K +2,375 +10%
19 20
21
22 23