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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
551
Hanson & Doremus Investment Management
Vermont
$710K +$25.3K +739 +4%
HH
552
Hilltop Holdings
Texas
$693K +$66.6K +1,950 +11%
TPCW
553
TD Private Client Wealth
New York
$693K -$34.4K -1,006 -5%
MCP
554
Mirador Capital Partners
California
$692K -$55.7K -1,630 -8%
BCPWM
555
Bradley & Co Private Wealth Management
Florida
$692K
Kayne Anderson Rudnick Investment Management
556
Kayne Anderson Rudnick Investment Management
California
$690K -$274K -8,024 -29%
FA
557
Forefront Analytics
Pennsylvania
$689K -$197K -5,759 -23%
PCWA
558
Pacific Capital Wealth Advisors
California
$686K +$117K +3,418 +21%
FM
559
Family Management
New York
$685K
PFM
560
Phillips Financial Management
Indiana
$684K -$58K -1,696 -8%
TC
561
TownSquare Capital
Utah
$674K -$1.13K -33 -0.2%
FIM
562
FWL Investment Management
Texas
$670K
VAS
563
Valicenti Advisory Services
New York
$669K
SWP
564
Strategic Wealth Partners
Ohio
$664K -$547K -16,011 -46%
NPF
565
Norris Perne & French
Michigan
$657K -$7.76K -227 -1%
V
566
Veritable
Delaware
$656K +$54K +1,580 +9%
FPF
567
First Pacific Financial
Washington
$651K -$307K -8,976 -32%
BFO
568
Boston Family Office
Massachusetts
$636K -$171K -5,000 -21%
Natixis Advisors
569
Natixis Advisors
Massachusetts
$632K +$49.9K +1,459 +9%
CCWA
570
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$631K -$15.2K -445 -2%
MFA
571
Mayflower Financial Advisors
Massachusetts
$631K -$5.71K -167 -0.9%
SCP
572
Silverleafe Capital Partners
Tennessee
$630K -$131K -3,834 -17%
GC
573
Garde Capital
Washington
$623K -$285K -8,327 -32%
SFP
574
Shepherd Financial Partners
Massachusetts
$621K -$4.96M -145,128 -89%
WANY
575
Wealthspire Advisors (New York)
New York
$620K -$216K -6,320 -26%