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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
526
Larson Financial Group
Missouri
$38K +$36.1K +1,535 New
FIB
527
First Interstate Bank
Montana
$36K – – –
OC
528
Oakworth Capital
Alabama
$34K – – –
SFA
529
Semmax Financial Advisors
North Carolina
$34K +$32.3K +1,370 New
CA
530
Claro Advisors
Massachusetts
$34K +$35.3K +1,500 New
CMBA
531
C.M. Bidwell & Associates
Hawaii
$33K – – –
CHP
532
Cable Hill Partners
Oregon
$31K – – –
MWM
533
Mascoma Wealth Management
New Hampshire
$31K – – –
BCM
534
Blume Capital Management
California
$30K – – –
DWM
535
Destination Wealth Management
California
$28K -$212 -9 -0.8%
PFBT
536
Parkside Financial Bank & Trust
Missouri
$28K – – –
PA
537
Parallel Advisors
California
$28K +$7.2K +306 +36%
EI
538
Ellevest Inc
New York
$28K +$26.8K +1,138 New
AWM
539
AllSquare Wealth Management
New York
$26K – – –
BWA
540
Burt Wealth Advisors
Maryland
$24K – – –
BFC
541
Bedel Financial Consulting
Indiana
$24K +$3.34K +142 +17%
BWP
542
Baldwin Wealth Partners
Massachusetts
$23K – – –
FMP
543
Financial Management Professionals
Texas
$22K +$10.1K +427 +91%
RFM
544
Royal Fund Management
Florida
$21K – – –
SBL
545
Sargent Bickham Lagudis
Colorado
$19K -$19K -806 -51%
OSNBOA
546
Old Second National Bank of Aurora
Illinois
$19K – – –
LPWM
547
Lake Point Wealth Management
Texas
$19K +$18.1K +767 New
EWA
548
ERTS Wealth Advisors
Michigan
$18K +$17.7K +750 New
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$17.2K -$84.2K -3,577 -84%
VNA
550
Valley National Advisers
Pennsylvania
$17K +$1.18K +50 +8%
20 21
22
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