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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
526
Citizens Financial Group
Rhode Island
$532K -$54.9K -1,675 -10%
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$525K
LWM
528
Lenox Wealth Management
Ohio
$524K +$221K +6,759 +78%
NB
529
Northwest Bancshares
Pennsylvania
$523K +$504K +15,389 New
PFM
530
Patton Fund Management
Texas
$516K +$498K +15,200 New
Mercer Global Advisors
531
Mercer Global Advisors
Colorado
$514K -$3.79M -115,642 -88%
SI
532
Sprott Inc
Ontario, Canada
$508K +$60.1K +1,834 +14%
GVAG
533
Great Valley Advisor Group
Delaware
$506K +$20.6K +629 +4%
BCP
534
Berkeley Capital Partners
Georgia
$502K -$101K -3,091 -17%
AWM
535
Aberdeen Wealth Management
Illinois
$498K
OC
536
Oarsman Capital
Wisconsin
$496K +$479K +14,610 New
IMC Chicago
537
IMC Chicago
Illinois
$493K +$476K +14,511 New
WSTAM
538
Wilbanks Smith & Thomas Asset Management
Virginia
$488K +$46.5K +1,418 +11%
IAA
539
Independent Advisor Alliance
North Carolina
$486K +$116K +3,548 +33%
TMAM
540
Tokio Marine Asset Management
Japan
$479K
CPA
541
Clear Perspective Advisors
Illinois
$478K -$164K -5,000 -26%
JPLA
542
Joseph P. Lucia & Associates
New York
$475K +$2.92K +89 +0.6%
EWA
543
Evolution Wealth Advisors
Florida
$446K -$28.7K -875 -6%
BWM
544
BerganKDV Wealth Management
Minnesota
$444K +$22.3K +682 +6%
SAM
545
Strategy Asset Managers
California
$441K +$25.6K +781 +6%
CIC
546
Cutler Investment Counsel
Oregon
$438K
CPA
547
Capital Planning Advisors
California
$437K +$11.1K +340 +3%
VFA
548
Valeo Financial Advisors
Indiana
$436K +$56.9K +1,737 +16%
CL
549
Choreo LLC
Illinois
$426K -$11.7K -358 -3%
IC
550
Inverness Counsel
New York
$425K