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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
B
526
Bridgeworth
Alabama
$172K -$13.7K -484 -7%
PA
527
Pinnacle Associates
New York
$169K +$10.3K +365 +6%
Lido Advisors
528
Lido Advisors
California
$165K -$29.1K -1,032 -15%
BMCM
529
Bryn Mawr Capital Management
Pennsylvania
$163K +$163K +5,763 New
AWM
530
Altium Wealth Management
New York
$162K -$30.7K -1,089 -16%
LWA
531
Lenox Wealth Advisors
New York
$160K +$10.4K +369 +7%
WBC
532
West Branch Capital
Massachusetts
$159K
EFSCE
533
Enterprise Financial Services Corp (EFSC)
Missouri
$158K
GCAC
534
Guardian Capital Advisors (Canada)
Ontario, Canada
$156K
LDFR
535
Lehman & Derafelo Financial Resources
Pennsylvania
$154K
WCAMG
536
Woodard & Company Asset Management Group
North Carolina
$154K +$154K +5,455 New
BO
537
BRR OpCo
Ohio
$152K -$34.3K -1,217 -18%
WAG
538
Winthrop Advisory Group
Massachusetts
$152K
IWM
539
IHT Wealth Management
Illinois
$150K +$150K +5,306 New
FIM
540
Frontier Investment Management
Texas
$148K -$124K -4,403 -46%
PG
541
Patten Group
Tennessee
$148K -$34.9K -1,238 -19%
GRP
542
Global Retirement Partners
California
$147K -$508 -18 -0.3%
AP
543
Appleton Partners
Massachusetts
$145K +$145K +5,141 New
AIC
544
Ameritas Investment Company
Nebraska
$144K +$142K +5,019 New
LSC
545
Lesa Sroufe & Co
Washington
$142K
BAM
546
Barrett Asset Management
New York
$139K
PFO
547
Pathstone Family Office
New Jersey
$138K
ADL
548
Asset Dedication LLC
California
$135K
BWM
549
Baystate Wealth Management
Massachusetts
$134K +$25K +888 +23%
RCC
550
Red Cedar Capital
Nebraska
$130K