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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
551
Keystone Financial Group (Kentucky)
Kentucky
$3.69M -$315K -3,712 -7%
BPW
552
BlueDoor Private Wealth
Massachusetts
$3.69M +$58.7K +691 +1%
AA
553
Altman Advisors
Illinois
$3.67M -$803K -9,455 -15%
BBWP
554
Beacon Bridge Wealth Partners
Pennsylvania
$3.65M -$1.56M -18,383 -28%
EWA
555
EQ Wealth Advisors
Texas
$3.65M -$286K -3,371 -7%
PAMG
556
Patton Albertson Miller Group
Tennessee
$3.63M +$280K +3,293 +7%
FF
557
Farrell Financial
New York
$3.6M -$176K -2,073 -4%
FNT
558
First National Trust
Pennsylvania
$3.59M +$2.47M +29,142 +158%
TF
559
Trek Financial
Arizona
$3.56M +$237K +2,790 +6%
NCM
560
New Capital Management
Texas
$3.56M +$247K +2,904 +7%
CPM
561
Connective Portfolio Management
New York
$3.55M – – –
VFA
562
Valeo Financial Advisors
Indiana
$3.55M -$309K -3,641 -7%
JWCA
563
J.W. Cole Advisors
Florida
$3.54M +$3.98M +46,933 New
BRM
564
Boston Research & Management
Massachusetts
$3.54M +$85 +1 +0%
RWP
565
RWA Wealth Partners
Massachusetts
$3.53M +$1.94M +22,870 +96%
BA
566
Bellwether Advisors
Nebraska
$3.53M -$2.8M -33,011 -41%
MWM
567
Mosley Wealth Management
California
$3.53M +$833K +9,809 +27%
LNWTC
568
Laird Norton Wetherby Trust Company
Washington
$3.5M -$448K -5,277 -10%
HCA
569
Heck Capital Advisors
Wisconsin
$3.5M -$1.59M -18,711 -29%
SCI
570
Stableford Capital II
Arizona
$3.49M -$30.1K -354 -0.8%
PIM
571
Parker Investment Management
California
$3.49M -$19.4M -228,896 -83%
BFS
572
BridgePort Financial Solutions
Iowa
$3.49M +$111K +1,313 +3%
TPWM
573
Twelve Points Wealth Management
Massachusetts
$3.47M +$552K +6,502 +16%
DC
574
Dahring Cusmano
Michigan
$3.44M -$89.1K -1,050 -2%
TW
575
Towerpoint Wealth
California
$3.44M -$36.5K -430 -0.9%
21 22
23
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