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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
526
PBMares Wealth Management
Virginia
$964K +$182 +5 +0%
JWBC
527
J.W. Burns & Co
New York
$963K +$15.1K +415 +2%
NL
528
NKCFO LLC
Illinois
$960K – – –
GT
529
Glenmede Trust
Pennsylvania
$958K +$26K +713 +3%
AA
530
Alesco Advisors
New York
$953K – – –
GC
531
Gibson Capital
Pennsylvania
$947K – – –
GI
532
Glovista Investments
New Jersey
$947K -$31.4K -860 -3%
SAM
533
S.A. Mason
Michigan
$944K -$31.8K -872 -3%
M
534
MYeCFO
California
$943K -$38K -1,040 -4%
GJIA
535
Glass Jacobson Investment Advisors
Maryland
$942K -$82K -2,247 -8%
EWM
536
Empirical Wealth Management
Washington
$910K -$52.4K -1,435 -5%
RDWM
537
Red Door Wealth Management
Tennessee
$908K -$26.5K -725 -3%
RCG
538
Regatta Capital Group
California
$907K -$19.2K -527 -2%
UAS
539
United Asset Strategies
New York
$905K -$739K -20,259 -44%
SVWAG
540
Sound View Wealth Advisors Group
Georgia
$888K – – –
S
541
SignatureFD
Georgia
$884K -$31.5K -863 -3%
GWM
542
Greenhouse Wealth Management
Connecticut
$882K -$620 -17 -0.1%
FCH
543
Freestone Capital Holdings
Washington
$881K +$146 +4 +0%
CS
544
Credit Suisse
Switzerland
$880K +$477K +13,063 +108%
ACA
545
Atlas Capital Advisors
Wyoming
$875K – – –
WANY
546
Wealthspire Advisors (New York)
New York
$873K -$102K -2,791 -10%
NPF
547
Norris Perne & French
Michigan
$871K +$11.1K +305 +1%
DC
548
Davenport & Co
Virginia
$868K +$182 +5 +0%
WDC
549
Woodward Diversified Capital
California
$864K -$61.6K -1,687 -6%
MF
550
Montis Financial
Massachusetts
$858K – – –
20 21
22
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