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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
526
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$620K +$5.32K +156 +0.8%
MFA
527
Mayflower Financial Advisors
Massachusetts
$617K -$920 -27 -0.1%
IAA
528
Independent Advisor Alliance
North Carolina
$616K -$28.8K -846 -4%
SCM
529
Southport Capital Management
Tennessee
$610K +$222K +6,509 +55%
CCM
530
Coldstream Capital Management
Washington
$603K +$1.14M +33,514 New
HH
531
Hilltop Holdings
Texas
$600K +$90.5K +2,655 +17%
JWCA
532
J.W. Coons Advisors
Ohio
$595K -$6.81K -200 -1%
IWM
533
IHT Wealth Management
Illinois
$590K -$152K -4,461 -20%
OWA
534
Outlook Wealth Advisors
Texas
$586K -$10.8K -318 -2%
SSWM
535
Sheets Smith Wealth Management
North Carolina
$585K -$53.8K -1,580 -8%
WIA
536
World Investment Advisors
California
$582K +$50.3K +1,475 +9%
V
537
Veritable
Delaware
$577K -$582K -17,077 -50%
AssetMark Inc
538
AssetMark Inc
California
$577K +$274K +8,053 +87%
LWAC
539
Laurel Wealth Advisors (California)
California
$574K – – –
SCI
540
S&CO Inc
Massachusetts
$574K – – –
WMA
541
Wealth Management Associates
New Jersey
$569K +$10.4K +305 +2%
KFGK
542
Keystone Financial Group (Kentucky)
Kentucky
$566K -$1.51M -44,238 -72%
PWP
543
Principle Wealth Partners
Connecticut
$566K – – –
SGI
544
Summit Global Investments
Utah
$561K -$623K -18,300 -52%
Natixis Advisors
545
Natixis Advisors
Massachusetts
$557K +$213K +6,263 +60%
PFGIA
546
Patriot Financial Group Insurance Agency
Massachusetts
$554K +$27.7K +813 +5%
BOPW
547
Brandywine Oak Private Wealth
Pennsylvania
$552K +$52K +1,526 +10%
TFO
548
Tarbox Family Office
California
$545K -$52.5K -1,540 -9%
HWA
549
Hillcrest Wealth Advisors
New Jersey
$545K +$203K +5,950 +57%
TI
550
Tidal Investments
Wisconsin
$545K +$556K +16,307 New