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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
526
Squar Milner Financial Services
California
$41K +$39.7K +1,685 New
FA
527
Financial Advantage
Maryland
$41K +$39.9K +1,695 New
IWMA
528
Ironwood Wealth Management (Arizona)
Arizona
$38K -$424 -18 -1%
LFG
529
Larson Financial Group
Missouri
$38K +$36.1K +1,535 New
FIB
530
First Interstate Bank
Montana
$36K – – –
OC
531
Oakworth Capital
Alabama
$34K – – –
SFA
532
Semmax Financial Advisors
North Carolina
$34K +$32.3K +1,370 New
CA
533
Claro Advisors
Massachusetts
$34K +$35.3K +1,500 New
CMBA
534
C.M. Bidwell & Associates
Hawaii
$33K – – –
CHP
535
Cable Hill Partners
Oregon
$31K – – –
MWM
536
Mascoma Wealth Management
New Hampshire
$31K – – –
BCM
537
Blume Capital Management
California
$30K – – –
DWM
538
Destination Wealth Management
California
$28K -$212 -9 -0.8%
PFBT
539
Parkside Financial Bank & Trust
Missouri
$28K – – –
PA
540
Parallel Advisors
California
$28K +$7.2K +306 +36%
EI
541
Ellevest Inc
New York
$28K +$26.8K +1,138 New
AWM
542
AllSquare Wealth Management
New York
$26K – – –
BWA
543
Burt Wealth Advisors
Maryland
$24K – – –
BFC
544
Bedel Financial Consulting
Indiana
$24K +$3.34K +142 +17%
BWP
545
Baldwin Wealth Partners
Massachusetts
$23K – – –
FMP
546
Financial Management Professionals
Texas
$22K +$10.1K +427 +91%
RFM
547
Royal Fund Management
Florida
$21K – – –
SBL
548
Sargent Bickham Lagudis
Colorado
$19K -$19K -806 -51%
OSNBOA
549
Old Second National Bank of Aurora
Illinois
$19K – – –
LPWM
550
Lake Point Wealth Management
Texas
$19K +$18.1K +767 New
20 21
22
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