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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Clearstead Trust
Maine
$1.01M +$4.46K +119 +0.4%
PWM
527
PBMares Wealth Management
Virginia
$1M -$66.9K -1,784 -6%
GI
528
Glovista Investments
New Jersey
$1,000K +$1.03M +27,592 New
EWM
529
Empirical Wealth Management
Washington
$999K -$158K -4,220 -13%
NL
530
NKCFO LLC
Illinois
$999K – – –
GT
531
Glenmede Trust
Pennsylvania
$996K – – –
AA
532
Alesco Advisors
New York
$991K +$309K +8,230 +43%
JWBC
533
J.W. Burns & Co
New York
$986K +$101K +2,703 +11%
GC
534
Gibson Capital
Pennsylvania
$985K -$219K -5,831 -18%
ML
535
McAdam LLC
Pennsylvania
$982K -$265K -7,061 -21%
RDWM
536
Red Door Wealth Management
Tennessee
$970K +$69.7K +1,859 +7%
RCG
537
Regatta Capital Group
California
$962K -$33.3K -888 -3%
WDC
538
Woodward Diversified Capital
California
$960K -$26.8K -714 -3%
JF
539
Jump Financial
Illinois
$959K +$988K +26,347 New
S
540
SignatureFD
Georgia
$951K +$45.9K +1,224 +5%
PFGIA
541
Patriot Financial Group Insurance Agency
Massachusetts
$951K +$606K +16,160 +162%
FHB
542
First Hawaiian Bank
Hawaii
$947K +$135K +3,588 +16%
WQ
543
Wealth Quarterback
New Jersey
$935K -$588K -15,677 -38%
V
544
Veritable
Delaware
$930K -$37.8K -1,008 -4%
SVWAG
545
Sound View Wealth Advisors Group
Georgia
$924K – – –
TPCW
546
TD Private Client Wealth
New York
$923K +$197K +5,251 +26%
GWM
547
Greenhouse Wealth Management
Connecticut
$918K -$600 -16 -0.1%
FCH
548
Freestone Capital Holdings
Washington
$916K +$561K +14,965 +147%
SPA
549
Sentinel Pension Advisors
Massachusetts
$912K -$44K -1,173 -4%
ACA
550
Atlas Capital Advisors
Wyoming
$910K – – –
20 21
22
23 24