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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
551
Inlet Private Wealth
Florida
$792K +$487K +13,605 +165%
TI
552
Tidal Investments
Wisconsin
$787K -$91.5K -2,556 -11%
WCM
553
Wealthcare Capital Management
Virginia
$787K +$308K +8,601 +66%
PPP
554
Private Portfolio Partners
New Jersey
$786K +$24.4K +682 +3%
JWCA
555
J.W. Coons Advisors
Ohio
$782K -$197K -5,511 -20%
AWA
556
Alta Wealth Advisors
Massachusetts
$782K +$772K +21,562 New
PC
557
Port Capital
Illinois
$774K – – –
KA
558
Kovack Advisors
Florida
$772K +$56.8K +1,587 +8%
RDWM
559
Red Door Wealth Management
Tennessee
$767K -$65.2K -1,821 -8%
PFM
560
Phillips Financial Management
Indiana
$745K +$3.97K +111 +0.5%
IAN
561
Integrated Advisors Network
Texas
$742K +$732K +20,463 New
UAS
562
United Asset Strategies
New York
$740K +$1.04K +29 +0.1%
SFA
563
Source Financial Advisors
New York
$736K +$727K +20,308 New
AL
564
Aspiriant LLC
California
$733K +$449K +12,544 +163%
FIM
565
FWL Investment Management
Texas
$725K +$716K +20,000 New
SIC
566
Schwartz Investment Counsel
Michigan
$724K – – –
RAM
567
Riggs Asset Management
Pennsylvania
$722K -$896K -25,024 -56%
FM
568
Family Management
New York
$714K +$705K +19,692 New
SSWM
569
Sheets Smith Wealth Management
North Carolina
$707K -$102K -2,852 -13%
HC
570
Hamilton Capital
Ohio
$700K +$22.8K +636 +3%
IWM
571
IHT Wealth Management
Illinois
$699K +$140K +3,905 +25%
VAS
572
Valicenti Advisory Services
New York
$697K – – –
HH
573
Hilltop Holdings
Texas
$693K +$31.2K +872 +5%
JWM
574
JGP Wealth Management
Oregon
$684K +$716K +20,000 New
IAA
575
Ironsides Asset Advisors
North Carolina
$683K – – –
21 22
23
24 25