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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
551
Asset Dedication LLC
California
$135K – – –
BWM
552
Baystate Wealth Management
Massachusetts
$134K +$25K +888 +23%
RCC
553
Red Cedar Capital
Nebraska
$130K – – –
APSP
554
Asset Planning Services (Pennsylvania)
Pennsylvania
$127K – – –
BCM
555
Blume Capital Management
California
$125K +$104K +3,684 +491%
WCG
556
Weaver Consulting Group
California
$118K -$15.5K -551 -11%
BBPWM
557
Blue Bell Private Wealth Management
Pennsylvania
$118K – – –
CFB
558
Cullen/Frost Bankers
Texas
$114K – – –
SMG
559
Spectrum Management Group
Indiana
$114K – – –
BWA
560
BDO Wealth Advisors
Florida
$110K – – –
WPA
561
West Paces Advisors
Georgia
$109K – – –
TA
562
Thor Advisors
New York
$107K +$107K +3,801 New
CMBA
563
C.M. Bidwell & Associates
Hawaii
$105K +$62.8K +2,228 +148%
SSB
564
Sandy Spring Bank
Maryland
$104K -$2.45K -87 -2%
PCG
565
Private Capital Group
Connecticut
$94K -$7.62K -270 -7%
WT
566
Whittier Trust
California
$94K +$4.26K +151 +5%
LFG
567
LifePlan Financial Group
Ohio
$85K +$13.9K +492 +19%
DOA
568
D'Orazio & Associates
Virginia
$80K – – –
GSC
569
G&S Capital
Colorado
$80K – – –
EWM
570
Endurance Wealth Management
Rhode Island
$79K +$70.8K +2,509 +859%
CH
571
Canton Hathaway
Rhode Island
$79K +$79.4K +2,814 New
TFGT
572
TS Financial Group (TSFG)
Illinois
$78K – – –
SIM
573
Sonora Investment Management
Arizona
$72K – – –
AF
574
Allworth Financial
California
$72K +$8.69K +308 +14%
FWM
575
Focused Wealth Management
New York
$64K – – –
21 22
23
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