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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
526
NKCFO LLC
Illinois
$1.03M – – –
M
527
MYeCFO
California
$1.02M -$307K -8,550 -24%
WDC
528
Woodward Diversified Capital
California
$1.01M -$13.4K -374 -1%
SPA
529
Sentinel Pension Advisors
Massachusetts
$1.01M -$223K -6,216 -19%
GT
530
Glenmede Trust
Pennsylvania
$996K -$1.47M -40,906 -61%
V
531
Veritable
Delaware
$992K -$739K -20,584 -44%
BIA
532
Benchmark Investment Advisors
Illinois
$986K -$256K -7,130 -21%
BAM
533
Baldrige Asset Management
Pennsylvania
$986K -$14.1K -394 -1%
SVWAG
534
Sound View Wealth Advisors Group
Georgia
$948K -$105K -2,918 -10%
OFA
535
Oak Family Advisors
Illinois
$947K +$9.47K +264 +1%
WANY
536
Wealthspire Advisors (New York)
New York
$946K +$2.98K +83 +0.3%
RCG
537
Regatta Capital Group
California
$945K – – –
GWM
538
Greenhouse Wealth Management
Connecticut
$944K -$1.33K -37 -0.1%
ACA
539
Atlas Capital Advisors
Wyoming
$934K – – –
TC
540
TownSquare Capital
Utah
$934K +$135K +3,752 +18%
FFM
541
Forum Financial Management
Illinois
$932K -$44.1K -1,230 -5%
S
542
SignatureFD
Georgia
$930K -$173K -4,827 -16%
NPF
543
Norris Perne & French
Michigan
$929K +$233K +6,498 +35%
RDWM
544
Red Door Wealth Management
Tennessee
$927K -$75.2K -2,095 -8%
JWCA
545
J.W. Coons Advisors
Ohio
$927K -$16.1K -450 -2%
MF
546
Montis Financial
Massachusetts
$913K – – –
JWBC
547
J.W. Burns & Co
New York
$912K – – –
UAS
548
United Asset Strategies
New York
$904K +$303K +8,441 +54%
CP
549
Castleview Partners
Texas
$902K +$5.35K +149 +0.6%
MFG
550
Midwest Financial Group
Kansas
$898K +$863K +24,035 New
20 21
22
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