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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
526
Valicenti Advisory Services
New York
$691K – – –
FA
527
Forefront Analytics
Pennsylvania
$686K +$696K +19,049 New
WT
528
Whittier Trust
California
$681K +$368K +10,089 +114%
IAA
529
Ironsides Asset Advisors
North Carolina
$677K – – –
HC
530
Hamilton Capital
Ohio
$672K +$1.46K +40 +0.2%
WAS
531
Winch Advisory Services
Wisconsin
$672K +$679K +18,589 +18,589%
PFA
532
Pure Financial Advisors
California
$672K +$682K +18,673 New
PFM
533
Patton Fund Management
Texas
$668K +$123K +3,358 +22%
NPF
534
Norris Perne & French
Michigan
$661K – – –
BS
535
Banco Santander
Spain
$660K -$19.4K -531 -3%
PA
536
PFG Advisors
Arizona
$657K +$81K +2,218 +14%
HH
537
Hilltop Holdings
Texas
$657K +$353K +9,665 +113%
RWB
538
RMR Wealth Builders
New Jersey
$655K +$665K +18,213 New
TPA
539
Trivium Point Advisory
Connecticut
$646K -$146K -4,005 -18%
TFO
540
Tarbox Family Office
California
$643K -$403K -11,030 -38%
HIIFS
541
Harel Insurance Investments & Financial Services
Israel
$635K +$621K +17,000 +2,615%
IAA
542
Independent Advisor Alliance
North Carolina
$627K +$114K +3,124 +22%
SCI
543
S&CO Inc
Massachusetts
$618K – – –
PFA
544
Professional Financial Advisors
Nebraska
$611K +$266K +7,284 +74%
PWP
545
Principle Wealth Partners
Connecticut
$609K – – –
KIA
546
KCM Investment Advisors
California
$607K +$387K +10,588 +169%
AWM
547
Altium Wealth Management
New York
$604K -$1.35K -37 -0.2%
TC
548
TownSquare Capital
Utah
$595K -$19K -520 -3%
AWA
549
Arkadios Wealth Advisors
Georgia
$593K +$19.9K +546 +3%
CFG
550
Citizens Financial Group
Rhode Island
$590K +$24.9K +682 +4%
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22
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