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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
501
Systelligence LLC
Minnesota
$4.68M -$4.22M -64,720 -50%
ICP
502
Interchange Capital Partners
Pennsylvania
$4.67M -$188K -2,887 -4%
HCM
503
Howard Capital Management
Georgia
$4.66M +$4.18M +64,056 New
WWA
504
WCG Wealth Advisors
Nevada
$4.65M +$8.68K +133 +0.2%
AT
505
American Trust
Kentucky
$4.65M +$44.1K +676 +1%
LWM
506
Liberty Wealth Management
California
$4.58M +$4.44K +68 +0.1%
SCA
507
Snowden Capital Advisors
New York
$4.53M +$361K +5,537 +10%
WCA
508
Westover Capital Advisors
Delaware
$4.53M -$63.3K -971 -2%
MWM
509
Modera Wealth Management
New Jersey
$4.52M -$77.2K -1,184 -2%
CPM
510
Connective Portfolio Management
New York
$4.5M – – –
EWA
511
EQ Wealth Advisors
Texas
$4.45M -$59.4K -911 -1%
BFPW
512
BOK Financial Private Wealth
Colorado
$4.44M +$1.37M +20,968 +52%
KCM
513
KM Capital Management
Texas
$4.43M +$469K +7,187 +13%
LSIA
514
LaSalle St. Investment Advisors
Illinois
$4.43M +$103K +1,575 +3%
GCM
515
Gunderson Capital Management
South Carolina
$4.43M -$134K -2,050 -3%
NFG
516
Nadler Financial Group
Illinois
$4.42M -$24.8K -380 -0.6%
RVM
517
Robinson Value Management
Texas
$4.41M +$79K +1,211 +2%
STA
518
Smith Thornton Advisors
Alabama
$4.37M +$127K +1,945 +3%
SIM
519
Synergy Investment Management
Florida
$4.36M +$3.91M +59,931 New
GWM
520
Geneos Wealth Management
Colorado
$4.36M +$17.7K +271 +0.5%
CM
521
Cercano Management
Washington
$4.36M – – –
FCM
522
Firestone Capital Management
Florida
$4.35M +$130K +1,987 +3%
FMI
523
F/M Investments
District of Columbia
$4.34M +$10.6K +162 +0.3%
RG
524
Rathbones Group
United Kingdom
$4.31M -$23.3K -357 -0.6%
SFFS
525
Stonehage Fleming Financial Services
Jersey
$4.31M – – –
19 20
21
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